[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Finsee_main Finsee Several companies have recently reported strong quarterly earnings, including General Dynamics, Garmin, AMD, and Equinox, driven by robust growth in various segments. Companies like Albemarle and ResMed have demonstrated strength in challenging markets, with Albemarle's cost management and productivity gains driving growth and ResMed's margin strength impressing despite growth deceleration. Notable mentions include IREN's transformational quarter with a landmark Microsoft deal and Natera's record growth and massive guidance raise. ### Engagements: XXXXX [#](/creator/twitter::1653727125759721472/interactions)  - X Week XXXXXX +9.90% - X Month XXXXXXX -XX% ### Mentions: XXX [#](/creator/twitter::1653727125759721472/posts_active)  - X Week XXX -XX% - X Month XXXXX +1% ### Followers: XXXXX [#](/creator/twitter::1653727125759721472/followers)  - X Week XXXXX +2% - X Month XXXXX +19% ### CreatorRank: XXXXXXX [#](/creator/twitter::1653727125759721472/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) #7160 [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [gaming](/list/gaming) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [strong](/topic/strong) 30.11%, [core](/topic/core) 11.13%, [business](/topic/business) 10.31%, [flow](/topic/flow) 6.22%, [cash flow](/topic/cash-flow) #202, [acquisition](/topic/acquisition) #665, [$6753t](/topic/$6753t) #1523, [momentum](/topic/momentum) #710, [the first](/topic/the-first) 2.13%, [ai](/topic/ai) XXXX% **Top accounts mentioned or mentioned by** [@reservadevalor](/creator/undefined) [@mrfeeny7](/creator/undefined) [@tohjah7809](/creator/undefined) [@uranium8881](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Data Lake (LAKE)](/topic/$lake) [Eroscoin (ERO)](/topic/$ero) [SM Energy Company (SM)](/topic/$sm) [YieldBasis (YB)](/topic/$yb) [Donaldson Company, Inc. (DCI)](/topic/$dci) [Canadian Imperial Bank of Commerce (CM)](/topic/$cm) [Kroger Co (KR)](/topic/kroger) [The Toronto-Dominion Bank (TD)](/topic/$td) [BRP Inc. Common Subordinate Voting Shares (DOOO)](/topic/$dooo) [Docusign Inc (DOCU)](/topic/$docu) [ServiceTitan, Inc. Class A Common Stock (TTAN)](/topic/$ttan) [domo (DOMO)](/topic/$domo) [ChargePoint Holdings, Inc. (CHPT)](/topic/$chpt) [Cooper Companies, Inc. (COO)](/topic/$coo) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [AGIX (AGX)](/topic/$agx) [SolanaSail (SAIL)](/topic/$sail) [Core & Main, Inc. (CNM)](/topic/$cnm) [Regal Rexnord, Corp. (RRX)](/topic/$rrx) [Helion (HLN)](/topic/$hln) [TERADATA CORPORATION (TDC)](/topic/$tdc) [Adient plc Ordinary Shares (ADNT)](/topic/$adnt) [ACI Worldwide, Inc. (ACIW)](/topic/$aciw) [Enlight Renewable Energy Ltd. Ordinary Shares (ENLT)](/topic/$enlt) [XLink Bridged BTC (ABTC)](/topic/$abtc) ### Top Social Posts Top posts by engagements in the last XX hours "$RRX earnings: Data Center Boom Drives Record Orders But Tariffs & Supply Issues Force Guidance Cut Regal Rexnord reported a mixed quarter. The bull case is overwhelmingly supported by massive company-altering order momentum in the data center space with $195M in new orders since July X and a pipeline now exceeding $X billion. This provides strong visibility for accelerating growth in 2026. The company also executed well on debt reduction eliminating all variable rate debt. However the bear case is fueled by a significant cut to the full-year adjusted EPS guidance. This was driven by tariff" [X Link](https://x.com/Finsee_main/status/1983655165581205582) 2025-10-29T22:00Z 5018 followers, XXX engagements "$HLN earnings: Haleon: Solid Q3 Keeps Guidance on Track But North America Remains a Drag A solid Q3 performance driven by continued strength outside the US and standout results in Oral Health has allowed Haleon to reiterate its full-year guidance. However the North American business remains the key concern posting anemic growth with negative volumes indicating that the retailer inventory and consumer pressures highlighted last quarter are far from over. Bull Case: Organic growth of +3.4% was well-balanced between price (+1.8%) and volume/mix (+1.6%) a welcome return to volume growth after a" [X Link](https://x.com/Finsee_main/status/1983818812840423810) 2025-10-30T08:50Z 5019 followers, XXX engagements "$TDC Q3 2025 earnings: Solid Execution Beat Masks Cloud ARR Slowdown This was a solid quarter of execution. Teradata beat expectations on revenue and delivered a significant beat on profitability leading to a raise in the full-year earnings forecast. Management successfully warned investors about a soft patch for cloud growth in Q3 which materialized as expected. The key takeaway is that cost controls are working very well and the legacy business is stabilizing. However the main growth engine the cloud business has hit a temporary air pocket. 🐂 : The company is demonstrating strong" [X Link](https://x.com/Finsee_main/status/1985834403809902753) 2025-11-04T22:19Z 5018 followers, XXX engagements "$ADNT Q4 2025 earnings: A solid finish to the year meets guidance but Q4 margin pressure and a lack of future outlook create uncertainty. Adient successfully met its full-year financial targets for revenue and profit which is a positive sign of good execution. Free cash flow was also stronger than expected and the company continued to return cash to shareholders through buybacks. However the final quarter showed some weakness with profit margins shrinking compared to last year across all regions. The European business remains a particular point of concern. The lack of any financial guidance" [X Link](https://x.com/Finsee_main/status/1986046679150186510) 2025-11-05T12:23Z 5019 followers, XXX engagements "$ACIW Q3 2025 earnings: Strong quarter with raised guidance and a key strategic win. -- . ACI Worldwide delivered a strong Q3 beating its own revenue and profit forecasts. The company showed healthy growth across its business segments and raised its financial outlook for the full year. A major milestone was signing the first client for Connetic its next-generation payments platform. This is a crucial proof point for their innovation strategy. The company also announced a large new $XXX million share buyback plan signaling strong confidence in its future. 🐂 : The company is executing" [X Link](https://x.com/Finsee_main/status/1986423858031645106) 2025-11-06T13:22Z 5019 followers, XXX engagements "$ENLT Q3 2025 earnings: Another strong beat and guidance raise driven by U.S. execution. The company reported strong results beating expectations and raising its full-year guidance for the second consecutive quarter. This performance was driven by the U.S. portfolio where new projects are coming online and major financing milestones were achieved. The expansion into new European energy storage markets is also a significant positive development. 🐂 Bulls will focus on the repeated guidance raise which signals strong underlying momentum and management confidence. The successful $XXX billion" [X Link](https://x.com/Finsee_main/status/1988588636023951498) 2025-11-12T12:44Z 5017 followers, XXX engagements "$ABTC Q3 2025 earnings: Strong Public Debut Driven by Aggressive Hashrate and Bitcoin Accumulation. This is American Bitcoin's first financial report as a public company. The results show extremely rapid growth. The company successfully scaled its mining operations more than doubled its revenue compared to last quarter and significantly increased its Bitcoin holdings. ABTC achieved profitability which is a strong start. The core strategy of combining low-cost mining with open-market Bitcoin purchases appears to be working effectively. 🐂 Bulls will focus on the impressive operational" [X Link](https://x.com/Finsee_main/status/1989303821328113728) 2025-11-14T12:06Z 5019 followers, XXX engagements "$QFIN Q3 2025 earnings: 🔴 Missed guidance rising risk and a guidance cliff. 📉 () . While revenue remained stable sequentially the company faced significant headwinds from rising delinquencies and regulatory shifts. This forced a pivot back toward a capital-heavy model increasing balance sheet risk. Most concerning is the forward outlook: Q4 guidance implies a sharp sequential drop in profitability signaling that the current "macro challenges" will persist or worsen into year-end. 🐂 : The company continues to aggressively buy back stock purchasing approximately $XXX million" [X Link](https://x.com/Finsee_main/status/1990907306570076492) 2025-11-18T22:17Z 5018 followers, 1386 engagements "$SNT Q3 2025 earnings: : Senstar Technologies reported a mixed third quarter marking a sharp reversal from the double-digit growth seen in the first half of the year. Total revenue declined slightly year-over-year despite management's claims of double-digit growth in core verticals like Corrections and Energy. Profitability dampened as Operating Expenses surged due to "exceptional" consulting costs. While the company maintains a pristine balance sheet with zero debt the sudden deceleration in top-line growth raises questions about the consistency of their turnaround story. 🐂 : Margins" [X Link](https://x.com/Finsee_main/status/1993439499183857715) 2025-11-25T21:59Z 5019 followers, XXX engagements "$DBI Q3 2025 earnings: Profitability surges despite sales dip; guidance reinstated Designer Brands Inc. (DSW) reported a quarter defined by strict operational discipline. While top-line sales and comparable store traffic remain negative the rate of decline has slowed significantly compared to the first half of the year. Most importantly the company delivered substantial profit growth driven by a sharp expansion in gross margins and expense control. Management signaled that positive sales momentum has continued into the start of Q4 and reinstated full-year guidance which had been withdrawn in" [X Link](https://x.com/Finsee_main/status/1998381954530422973) 2025-12-09T13:19Z 5018 followers, XXX engagements "$CLVT earnings: Execution Progress Continues but Segment Weakness and Margin Pressure Emerge Clarivates Q3 results show continued progress on its strategic plan highlighted by accelerating organic ACV growth a leading indicator of future revenue. The company is successfully shifting to a more predictable recurring revenue model and is using its strong cash flow to buy back shares and pay down debt. However this progress is tempered by new challenges including a notable contraction in profit margins and organic revenue declines in two of its three business segments. While revenue guidance was" [X Link](https://x.com/Finsee_main/status/1983479210338402379) 2025-10-29T10:21Z 5018 followers, XXX engagements "$SHAK earnings: Marketing Pivot Delivers Strong Sales Beat But Inflation Bites Margins This was a strong quarter that validates the new managements strategic shift. The new paid media strategy delivered a significant top-line beat with revenue and same-store sales well ahead of guidance. This suggests a successful pivot to a more sustainable traffic-driven growth model. Bulls will cheer the sales acceleration and continued labor discipline. Bears will point to the accelerating food cost inflation which pressured restaurant margins sequentially. Overall the bull case appears more compelling as" [X Link](https://x.com/Finsee_main/status/1983882144641360122) 2025-10-30T13:02Z 5017 followers, XXX engagements "$TDUP Q3 2025 earnings: Strong Beat and Raise Overshadowed by a Familiar Cautious Outlook ThredUp delivered a very strong quarter accelerating revenue growth significantly and beating its own guidance across the board. The company's strategy of using AI to attract new customers is clearly working leading to record new buyer acquisition. However just like last quarter the guidance for the upcoming fourth quarter points to a sharp slowdown in growth which will likely remain the key point of debate for investors. 🐂 Bulls will focus on the impressive execution in Q3. Revenue growth accelerated" [X Link](https://x.com/Finsee_main/status/1985460632141885720) 2025-11-03T21:34Z 5018 followers, XXX engagements "$FLO Q3 2025 earnings: Acquisition Masks Core Weakness as Pricing Turns Negative Flowers Foods reported a challenging quarter where the benefit of the Simple Mills acquisition masked significant deterioration in the core business. While total sales grew this was entirely due to the acquisition; organic sales declined driven by an alarming shift to negative pricing and continued volume weakness. Profitability fell sharply due to these pressures. Guidance for the full year was narrowed with the earnings-per-share midpoint nudged slightly higher though this appears driven by non-operational" [X Link](https://x.com/Finsee_main/status/1986560437832589380) 2025-11-06T22:24Z 5017 followers, XXX engagements "$FTHM Q3 2025 earnings: Strong growth and sustained profitability overshadowed by guidance withdrawal. Fathom delivered another quarter of strong top-line growth driven primarily by last year's acquisition of My Home Group. The company achieved its second consecutive quarter of positive Adjusted EBITDA a significant milestone. However profitability remains razor-thin and the company raised cash via a dilutive stock offering. The decision to again withhold future guidance creates significant uncertainty. 🐂 Bulls will focus on the impressive XX% year-over-year revenue growth and the fact that" [X Link](https://x.com/Finsee_main/status/1988365813158498693) 2025-11-11T21:58Z 5017 followers, XXX engagements "$SLND Q3 2025 earnings: Core Business Strength Obscured by Legacy Issues and a Large Tax Charge Southland's results show a continued difficult transition. While the company claims its new core business is performing well the headline numbers were very poor. A massive net loss was driven by ongoing losses from old projects and a significant non-cash tax charge which raises concerns about future profitability. 🐂 Bulls will focus on the CEO's commentary that the core business remains strong. The Civil segment which represents the company's future was profitable with a XXXX% gross margin. The" [X Link](https://x.com/Finsee_main/status/1988726205420339333) 2025-11-12T21:50Z 5017 followers, XXX engagements "$BTM Q3 2025 earnings: Strong Quarter Performance Over-Shadowed By Alarming Guidance Bitcoin Depot reported a very strong third quarter significantly beating its own guidance on both revenue and profitability. However this impressive performance was completely overshadowed by a surprisingly weak forecast for the fourth quarter signaling major challenges ahead from new regulations. 🐂Bull case: The company is performing exceptionally well right now. Q3 revenue grew XX% year-over-year and Adjusted EBITDA soared by 75%. They easily beat the guidance they set last quarter. The balance sheet is" [X Link](https://x.com/Finsee_main/status/1988962564596723961) 2025-11-13T13:30Z 5017 followers, XXX engagements "$THCH Q3 2025 earnings: Turnaround in sales growth shadowed by margin collapse Tims China delivered a mixed quarter characterized by a significant top-line milestone overshadowed by deteriorating profitability metrics. For the first time in recent history the company achieved positive Same-Store Sales Growth (SSSG) for company-owned stores validating its pivot to a Coffee + Food strategy. However this growth came at a steep price: store-level margins nearly halved due to rising delivery and food costs and the company swung back to an Adjusted Corporate EBITDA loss after reaching profitability" [X Link](https://x.com/Finsee_main/status/1998367401260302698) 2025-12-09T12:21Z 5018 followers, XXX engagements "$BRZE Q3 2026 earnings: Growth Accelerates to XXXX% but Gross Margins Take a Hit Braze is defying the broader software slowdown. Revenue growth accelerated for the second consecutive quarter hitting XXXX% YoY ($190.8M) driven by a XX% surge in large customers. Crucially the company has turned the corner on profitability delivering $5.1M in Non-GAAP Operating Income (vs. a $2.2M loss a year ago) and $17.8M in Free Cash Flow. However this growth comes with a cost: Gross Margins compressed to XXXX% as the revenue mix shifts toward lower-margin premium messaging channels like SMS and WhatsApp. 🐂" [X Link](https://x.com/Finsee_main/status/1998506823783964912) 2025-12-09T21:35Z 5018 followers, XXX engagements "$JKHY earnings: Jack Henry: Solid FY25 Finish Tempered by Cautious FY26 Outlook Jack Henry delivered a strong end to fiscal 2025 beating its revised guidance on both revenue and EPS driven by excellent cost control and robust performance in its core recurring revenue streams. The balance sheet is pristine with zero debt and strong free cash flow. However the initial guidance for fiscal 2026 points to a clear deceleration. While management is signaling continued margin expansion the revenue and GAAP EPS growth outlook is muted. The company is now explicitly calling out headwinds from industry" [X Link](https://x.com/Finsee_main/status/1957915847327916361) 2025-08-19T21:21Z 5015 followers, XXX engagements "$CALM earnings: Cal-Maine Foods: Record Quarter Driven by Specialty Eggs and Prepared Foods Expansion Cal-Maine delivered its strongest first quarter in history firing on all cylinders. The results showcase a successful strategic pivot with the newly acquired Echo Lake prepared foods business contributing significantly to revenue and validating the companys diversification strategy. This combined with continued strength in higher-margin specialty eggs and a favorable pricing environment for conventional eggs led to a powerful beat across the board. For the Bulls: The story is compelling. The" [X Link](https://x.com/Finsee_main/status/1973344627420807500) 2025-10-01T11:09Z 5018 followers, XXX engagements "$BMI earnings: Badger Meter: Margin Guidance Raise Signals Confidence Overcoming Cautious Outlook Badger Meter reported a strong third quarter beating the cautious sequential guidance from last quarter with solid year-over-year growth. The standout positive was the company raising its long-term normalized gross margin guidance indicating strong confidence in its ability to manage costs and benefit from a favorable product mix. While management noted typical fourth-quarter seasonality the underlying trends and upgraded margin profile strengthen the bull case. What bulls will like: The company" [X Link](https://x.com/Finsee_main/status/1980616111403028855) 2025-10-21T12:44Z 5019 followers, 1047 engagements "$SF earnings: Stifel Fires on All Cylinders Crushing Expectations with Record Results Stifel reported a stellar third quarter that significantly surpassed expectations driven by record net revenues and broad strength across both its Wealth Management and Institutional divisions. The results signal that the momentum management saw building at the end of Q2 has fully materialized positioning the firm for a strong year-end. For the Bulls: This was a blowout quarter. Record revenue of $1.43B the third-highest EPS in company history and a very strong XXXX% non-GAAP ROTCE. The Institutional Groups" [X Link](https://x.com/Finsee_main/status/1980961333198614605) 2025-10-22T11:36Z 5014 followers, XXX engagements "$AEP earnings: Growth Story Accelerates Further Shifting Focus to Execution and Funding The bull case for AEP significantly strengthened this quarter. The company not only delivered on its promise to update its capital plan but exceeded expectations by raising it to $XX billion and increasing its long-term growth rate to 7-9%. This is all underpinned by another substantial increase in contracted load. The primary concern and what bears will focus on is the sheer scale of this growth. Financing a plan this large without excessive shareholder dilution or balance sheet strain is now the most" [X Link](https://x.com/Finsee_main/status/1983491446687592873) 2025-10-29T11:09Z 5018 followers, 1233 engagements "$AVT earnings: Recovery Broadens as Americas Returns to Growth but Margin Pressure Persists This was a solid quarter for Avnet. The company beat revenue and EPS guidance driven by continued strength in Asia and an impressive acceleration at Farnell. The most significant positive development was the return to year-over-year growth in the Americas suggesting the cyclical recovery is broadening. Bulls will point to the top-line beat the Americas inflection strong Farnell results and continued aggressive share repurchases. The guidance for next quarter also suggests sequential growth in both" [X Link](https://x.com/Finsee_main/status/1983512543915122883) 2025-10-29T12:33Z 5019 followers, XXX engagements "$HWM earnings: Howmet Aerospace Q3 2025: Growth Accelerates Guidance Raised Again This was another exceptional quarter for Howmet. The company significantly accelerated revenue growth expanded margins and generated very strong free cash flow. Management raised the full-year outlook across the board for the second consecutive quarter and provided an encouraging initial revenue forecast for 2026. The bull case is compelling. Broad-based demand in aerospace and industrial markets is driving double-digit growth and margins are expanding despite investments in new capacity. The company is" [X Link](https://x.com/Finsee_main/status/1983862828575453292) 2025-10-30T11:45Z 5015 followers, XXX engagements "$NVT earnings: Data Center Growth Fuels Record Quarter and Higher Outlook This was an exceptionally strong quarter for nVent marking their first billion-dollar sales period. The company significantly beat its prior guidance on both revenue and earnings driven by accelerating momentum in its data center and power utility end markets. The bull case is compelling: organic growth is accelerating sharply the full-year outlook was raised again and record backlog provides strong visibility. The bear case is minor but present focusing on margin contraction year-over-year likely due to acquisition mix" [X Link](https://x.com/Finsee_main/status/1984210806494409098) 2025-10-31T10:48Z 5015 followers, XXX engagements "$RVMD Q3 2025 earnings: Execution engine fires on all cylinders as clinical trials advance and costs mount. Revolution Medicines delivered a quarter of strong steady execution. The company is hitting its ambitious clinical milestones notably winding down enrollment for its key pancreatic cancer trial. However this progress comes at a significant cost with operating expenses and net loss increasing substantially. 🐂 is that the company is doing exactly what it promised. It is methodically de-risking its lead asset daraxonrasib by advancing multiple late-stage trials. Winding down enrollment" [X Link](https://x.com/Finsee_main/status/1986193497981149471) 2025-11-05T22:06Z 5014 followers, XXX engagements "$PBH Q2 2026 earnings: Revenue Beat on Timing But Core Issues Persist A better-than-expected quarter driven by favorable timing of shipments and orders. The core problem the Clear Eyes supply disruption remains the central focus. Management reaffirmed its full-year revenue forecast but raised the low end of its earnings guidance helped by aggressive share buybacks. 🐂 Bulls will focus on the company beating its own cautious Q2 revenue guidance. Free cash flow remains robust up XX% year-to-date funding a significant increase in share repurchases ($75M in the quarter). This capital return" [X Link](https://x.com/Finsee_main/status/1986413028187799560) 2025-11-06T12:39Z 5018 followers, XXX engagements "$THR Q2 2026 earnings: Strong recovery and guidance raise overshadow flat orders. Thermon delivered a very strong quarter recovering well from Q1 delays. Revenue growth and margin expansion were both impressive leading management to raise full-year guidance for profitability. The company is successfully managing tariff impacts and has secured its first order in the promising new data center market. The only weak spot was a slight decline in organic orders which is a key metric to watch going forward. 🐂 : Bulls will celebrate the excellent execution. Revenue grew XX% and Adjusted EBITDA" [X Link](https://x.com/Finsee_main/status/1986436215743173008) 2025-11-06T14:11Z 5019 followers, XXX engagements "$DAO Q3 2025 earnings: Youdao the AI-focused education and marketing subsidiary of NetEase reported mixed third-quarter results. While total revenue returned to growth (+3.6% YoY) thanks to a surge in online advertising the company's profitability deteriorated significantly. Operating income plummeted nearly XX% year-over-year as the revenue mix shifted drastically toward lower-margin advertising services offsetting gains from their "AI-Native" initiatives. 🐂 : Online Marketing Services revenue surged .% driven by strong demand from NetEase games and overseas markets. : "Youdao" [X Link](https://x.com/Finsee_main/status/1991468571382157766) 2025-11-20T11:28Z 5015 followers, XXX engagements "$THCH new info from the call: Operational Metrics & Consumer Behavior Food Sales Surge: Food revenues increased XXXX% year-over-year. Food revenue contribution reached a historical high of XXXX% (up 500bps year-over-year). Attach Rate: More than half of all orders now include food. Customer Traffic: Monthly average transacting customers reached XXXX million a XXXX% increase year-over-year. Digital Penetration: Digital orders hit an all-time high of XXXX% of total orders. Monthly Performance: July was the highest sales month of the year while the Bagel Festival in September drove double-digit" [X Link](https://x.com/Finsee_main/status/1998429847190684060) 2025-12-09T16:29Z 5018 followers, XXX engagements "$KYMR earnings: Kymera Therapeutics: Strong Execution and New Partnership Extend Runway Sharpen Focus on STAT6 Kymera delivered a strong quarter of execution highlighted by positive Phase X data for its lead asset KT-621 (STAT6) that met or exceeded expectations. A new strategic partnership with Gilead and a recent equity raise have bolstered the balance sheet extending the cash runway into late 2028. This provides substantial funding through multiple key clinical readouts. The bull case is significantly strengthened by the clinical de-risking of STAT6 and external validation from the Gilead" [X Link](https://x.com/Finsee_main/status/1954864124946448419) 2025-08-11T11:15Z 5004 followers, XXX engagements "$RLX earnings: International Expansion Drives Solid Growth But Margins Show Signs of Peaking. RLX delivered another strong quarter with revenue and profit growth handily beating last years performance. The companys focus on international markets is clearly paying off fueling a XX% YoY revenue increase. This performance is particularly impressive given the challenging regulatory environment and product transitions mentioned last quarter. For the Bulls: The top-line momentum is undeniable. A XX% YoY and X% QoQ revenue increase demonstrates strong execution. Non-GAAP operating profit grew by a" [X Link](https://x.com/Finsee_main/status/1958826863771500976) 2025-08-22T09:41Z 5009 followers, XXX engagements "$ASO earnings: Academy Returns to Positive Comps Lifts Low-End of Guidance Academy delivered a solid quarter highlighted by a return to positive comparable sales for the first time since 2021. The performance was driven by strong eCommerce growth and successful strategic initiatives particularly the Nike and Jordan brand expansions. This positive momentum led management to raise the low end of their full-year guidance for sales and EPS signaling increased confidence. For the Bulls: The +0.2% comp is a significant inflection from last quarters -XXX% decline proving the companys strategy is" [X Link](https://x.com/Finsee_main/status/1962851013510955084) 2025-09-02T12:12Z 4999 followers, XXX engagements "$LAKE earnings and call: Record Revenue and Strong Rebound Clouded by Guidance Cut Lakeland reported a mixed but operationally strong quarter. Bulls will point to record revenue a significant acceleration in organic growth (14%) and a massive sequential rebound in margins and Adj. EBITDA proving Q1s weakness was a temporary issue. The long-awaited $3.1M Jolly boot order was also successfully shipped. Bears will focus squarely on the disappointing cut to the full-year Adj. EBITDA guidance driven by persistent tariff-related weakness in the high-margin Latin America region. While the" [X Link](https://x.com/Finsee_main/status/1965528663631561081) 2025-09-09T21:32Z 5003 followers, 1188 engagements "$RGP earnings: RGP (RGP): Cost Discipline Shines Through Revenue Fog But Top-Line Turnaround Remains Elusive. RGP delivered mixed first-quarter results that highlight a clear divergence between strong operational execution and persistent top-line weakness. The company successfully managed costs beating guidance on gross margin and SG&A which led to a significant improvement in net loss year-over-year. However revenue continues to decline at a double-digit rate in its core US segments signaling that the difficult macro environment is still a major headwind. What Bulls Will Like: RGP is proving" [X Link](https://x.com/Finsee_main/status/1976025458895667484) 2025-10-08T20:42Z 5002 followers, XXX engagements "$NEOG earnings: Turnaround in Motion But Core Business Still Pressured Neogens first quarter under new CEO Mike Nassif was a mixed bag defined by decisive actions but continued underlying weakness. While the headline Net Income looks strong its artificially inflated by a one-time gain from a divestiture. The real story is in the adjusted numbers which show significant Y/Y declines in profitability and ongoing margin compression. For Bulls: The key positive is the reaffirmation of full-year guidance signaling managements confidence in a strong second-half recovery. The new CEO is moving" [X Link](https://x.com/Finsee_main/status/1976249269704077483) 2025-10-09T11:31Z 5002 followers, XXX engagements "$HELE earnings: Helen of Troy (HELE): A Sobering Reset Under New Leadership A significant beat on heavily reduced Q2 expectations is overshadowed by a massive goodwill impairment a weak full-year outlook and a critical warning about a potential debt covenant breach. While new CEO Scott Uzzell brings a fresh perspective he inherits a business facing severe tariff pressures weakening consumer demand and now significant financial risk. The bull case hinges on a very strong second-half recovery that seems optimistic while the bear case is bolstered by fundamental deterioration and the new" [X Link](https://x.com/Finsee_main/status/1976250826663297063) 2025-10-09T11:38Z 5017 followers, 1023 engagements "$ACI earnings: Albertsons: Solid Execution and a Massive Buyback Signal Confidence Albertsons delivered a solid quarter meeting its decelerated Q2 sales expectations while raising its full-year guidance for both sales and EPS. The results continue to be a story of strategic trade-offs: impressive growth in lower-margin digital and pharmacy channels is funding investments and driving traffic but continues to pressure gross margins. The standout news is the aggressive capital return via a $750M accelerated share repurchase a clear signal of managements confidence in their strategy and the" [X Link](https://x.com/Finsee_main/status/1978063181382578671) 2025-10-14T11:39Z 5014 followers, XXX engagements "$SNA earnings: Snap-on: Legal Gain Masks Flat Core Earnings Amid Segment Divergence Snap-on reported a solid headline quarter with sales growth returning and EPS beating last years figure. However a significant one-time legal settlement of $XXXX per share accounted for the entire earnings beat suggesting underlying profitability was flat year-over-year. Bulls will champion the powerful acceleration in the Repair Systems & Information (RS&I) segment which posted stellar XXX% organic growth and the stabilization in the Commercial & Industrial (C&I) segment after last quarters sharp decline." [X Link](https://x.com/Finsee_main/status/1978804952106684765) 2025-10-16T12:47Z 5005 followers, XXX engagements "$CNS earnings: Cohen & Steers: Flow Inflection and Margin Expansion Signal a Turnaround Cohen & Steers delivered a strong quarter beating expectations on the bottom line and more importantly reversing last quarters net outflows. The return to positive flows (+233M vs. -$131M in Q2) was driven by continued strength in open-end funds validating managements commentary last quarter about a rebuilding pipeline. Impressively this top-line recovery was paired with excellent cost control leading to significant operating margin expansion. For Bulls: The flow inflection is the key headline supported by" [X Link](https://x.com/Finsee_main/status/1979078855110406331) 2025-10-17T06:55Z 5012 followers, XXX engagements "$ALLY earnings: Ally Financial (ALLY): Margin and Credit Strength Pave the Way for Capital Return Questions Ally delivered a very strong quarter handily beating expectations on the back of impressive Net Interest Margin (NIM) expansion and continued credit quality improvement. The results show that the companys focused strategy is paying off with core franchises demonstrating significant momentum. Bulls will point to the XX bps sequential jump in NIM (ex-OID) to XXXX% the improved full-year guidance for charge-offs and a CET1 ratio that has now crossed the XX% mark. Bears may note the slight" [X Link](https://x.com/Finsee_main/status/1979148932656828621) 2025-10-17T11:34Z 5007 followers, 1328 engagements "$DGX earnings: Quest Diagnostics: Firing on All Cylinders with Accelerating Organic Growth Quest delivered an impressive beat-and-raise quarter silencing concerns about relying solely on acquisitions for growth. The core story is the significant acceleration in organic revenue growth to XXX% well ahead of last quarters 5.2%. This combined with another increase in full-year guidance for revenue and adjusted EPS paints a picture of a company with strong underlying momentum. The massive raise in the cash flow forecast and a major new JV with Corewell Health provide both near-term confidence and" [X Link](https://x.com/Finsee_main/status/1980606261423931474) 2025-10-21T12:05Z 5005 followers, XXX engagements "$PEGA earnings: Pega: Strong Cash Flow & Cloud Growth Mask Backlog Concerns Pegasystems (PEGA) reported a solid Q3 with strong Pega Cloud ACV growth and impressive cash flow generation continuing its aggressive share buyback program. However a significant deceleration in backlog growth raises questions about the forward-looking trajectory creating a mixed picture for investors. While the quarter demonstrated strong execution and profitability the sustainability of top-line momentum is now the key focus. Bull Case: Bulls will focus on the constant currency acceleration in Pega Cloud ACV growth" [X Link](https://x.com/Finsee_main/status/1980730035095928915) 2025-10-21T20:16Z 5019 followers, 1177 engagements "$AVY earnings: Avery Dennison: Solid Quarter Beats Guidance but Segment Performance Diverges Avery Dennison (AVY) delivered a solid quarter beating the high end of its adjusted EPS guidance. The bull case is supported by a strong recovery in the high-growth Solutions Group driven by a rebound in Intelligent Labels and continued strong capital returns including a new acquisition. However bears will focus on the deteriorating organic sales in the larger core Materials Group and margin pressure in the growing Solutions segment. The rebound in the strategic growth areas is encouraging but" [X Link](https://x.com/Finsee_main/status/1980956589231088106) 2025-10-22T11:17Z 5002 followers, XXX engagements "$TDY earnings: Teledyne: Strong Beat and Raise Overshadows Margin Pressure Teledyne delivered a strong quarter handily beating prior guidance and raising its full-year outlook. Record quarterly sales non-GAAP EPS and free cash flow underscore solid execution. The cautious tone from last quarter regarding a short-cycle slowdown proved unwarranted with management now citing a recovery. For bulls the strong results raised guidance and a fortress-like balance sheet (1.4x leverage) are compelling. Bears will point to decelerating organic growth contracting operating margins and a new headwind from" [X Link](https://x.com/Finsee_main/status/1980958865265979543) 2025-10-22T11:26Z 5007 followers, XXX engagements "$KMI earnings: Natural Gas Strength Overcomes Minor Headwinds; Story Remains Firmly on Track Kinder Morgan (KMI) delivered another strong quarter reinforcing the bullish thesis centered on North American natural gas infrastructure. Results met the high bar set last quarter with adjusted EPS and EBITDA showing solid growth. The highlight was a significant positive turnaround in natural gas gathering volumes directly addressing a key concern from Q2. The balance sheet continues to strengthen evidenced by leverage ticking down to 3.9x and a credit upgrade from Fitch. Bull Case: The company is" [X Link](https://x.com/Finsee_main/status/1981094966706217165) 2025-10-22T20:27Z 5002 followers, 1090 engagements "$URI earnings: Mixed Quarter: Revenue Raised but Margins and Cash Flow Weaken United Rentals delivered a complex third quarter. While strong demand prompted a raise in full-year revenue and capital spending guidance this was overshadowed by continued margin compression and a significant cut to the free cash flow forecast. The bull case rests on the top-line momentum and managements confidence to invest more heavily in fleet. However the bear case is more compelling this quarter pointing to deteriorating profitability particularly in the high-growth Specialty segment and slowing fleet" [X Link](https://x.com/Finsee_main/status/1981096027475038506) 2025-10-22T20:31Z 5007 followers, XXX engagements "$GGG earnings: Graco Navigates Soft Markets with M&A and Pricing but Organic Weakness Persists Graco reported a mixed third quarter where headline results boosted by acquisitions and a significant one-time gain masked continued organic softness across its business. While revenue grew X% and reported EPS jumped XX% organic sales declined X% reflecting ongoing weakness in global construction. Managements ability to hold gross margins flat and reiterate full-year organic growth guidance is a positive. However the bull case relies on acquisitions integrating well and a meaningful organic" [X Link](https://x.com/Finsee_main/status/1981105085674324410) 2025-10-22T21:07Z 5003 followers, XXX engagements "$MOH earnings: Molina Healthcare: Another Sharp Guidance Cut as Medical Costs Spiral Marketplace Woes Deepen Molinas Q3 results were exceptionally weak defined by a significant earnings miss and another drastic reduction in full-year guidance. The core issue remains the same as last quarteran intensely challenging medical cost environmentbut the magnitude has clearly worsened particularly in the Marketplace and Medicare segments. The new full-year adjusted EPS guidance of $XXXXX is a severe cut from the already lowered $XX floor provided just three months ago raising serious questions about" [X Link](https://x.com/Finsee_main/status/1981107078245863863) 2025-10-22T21:15Z 5000 followers, 3265 engagements "$CHDN earnings: Churchill Downs: HRM Bets Pay Off Driving Record Q3 While Regional Gaming Stalls Churchill Downs (CDI) reported a strong quarter driven by exceptional performance in its Live and Historical Racing segment confirming its aggressive capital deployment into Historical Racing Machines (HRMs) is yielding significant returns. Record Q3 revenue and Adjusted EBITDA were highlights showcasing powerful growth in Virginia and Kentucky. However the results were partially offset by softness in the regional Gaming segment and a notable non-cash impairment charge related to a recent" [X Link](https://x.com/Finsee_main/status/1981116024867946957) 2025-10-22T21:50Z 5003 followers, XXX engagements "$ALLE earnings: Allegions results show strong execution with M&A amplifying solid organic performance and prompting a guidance raise. This was a very strong quarter for Allegion. Bulls will point to the double-digit revenue growth driven by continued strength in the core Americas Non-Residential business and a surprising turnaround in Americas Residential. The significant contribution from recent acquisitions is now clearly visible and the company raised its full-year outlook for reported revenue and adjusted EPS. Strong cash flow also allows for continued capital deployment. Bears may note" [X Link](https://x.com/Finsee_main/status/1981310069829488935) 2025-10-23T10:41Z 5007 followers, XXX engagements "$EEFT earnings: Euronet: Strong Bottom Line and Reaffirmed Guidance Overshadow Softer Revenue Euronet delivered a mixed but ultimately positive quarter. The company posted strong XX% adjusted EPS growth beating internal expectations and leading to a confident reaffirmation of its full-year 12-16% earnings growth guidance. Bulls will focus on this bottom-line execution and the reaffirmed outlook as proof of managements ability to navigate a tough environment. However bears will point to the significant slowdown in top-line growth with consolidated revenue up only X% on a constant currency" [X Link](https://x.com/Finsee_main/status/1981315002817819058) 2025-10-23T11:01Z 4998 followers, XXX engagements "$WST earnings: West Pharmaceutical: Strong Quarter with Guidance Raised Again HVP and GLP-1 Fuelling Growth West delivered a strong third quarter beating its revenue and EPS guidance significantly. The core growth engine High-Value Products (HVP) Components accelerated driven by powerful demand from GLP-1 therapies and ongoing Annex X conversions. This momentum led management to raise its full-year 2025 guidance for the second consecutive quarter. Bulls will cheer the strong execution the impressive beat-and-raise and the accelerating contribution from the high-margin GLP-1 category which now" [X Link](https://x.com/Finsee_main/status/1981315888205722094) 2025-10-23T11:04Z 5009 followers, XXX engagements "$GTX earnings: Garrett Motion: Strong Quarter with Raised Outlook and Enhanced Shareholder Returns Garrett Motion reported a strong third quarter beating expectations on the top and bottom lines raising its full-year guidance and significantly increasing shareholder returns. The results showcase solid operational execution with the company successfully navigating industry crosscurrents like unfavorable product mix while capitalizing on growth opportunities and cost controls. The bull case is significantly strengthened by this quarters performance. For the Bulls: Revenue grew X% (6% at" [X Link](https://x.com/Finsee_main/status/1981320074129502488) 2025-10-23T11:21Z 5003 followers, XXX engagements "$AMBP earnings: AMP Raises Guidance Despite Volume Slowdown; Brazil a Major Drag Ardagh Metal Packaging (AMP) delivered a mixed Q3. The good news is a second consecutive raise to their full-year Adjusted EBITDA guidance landing the quarterly result at the high end of their prior forecast. This points to excellent execution on cost control and product mix. However the bad news is a sharp deceleration in volumes with global shipments turning negative year-over-year dragged down by a near-collapse in Brazil. For the bulls: The guidance raise is the key metric. Management is proving it can grow" [X Link](https://x.com/Finsee_main/status/1981320394482032679) 2025-10-23T11:22Z 5006 followers, XXX engagements "$FTI earnings: Strong Cash Flow Fuels Massive Buyback and Guidance Raise TechnipFMC delivered a strong third quarter highlighted by exceptional free cash flow generation. This financial strength allowed the company to significantly raise its full-year 2025 free cash flow guidance and announce a massive $X billion increase to its share repurchase authorization. While inbound orders were solid they didnt quite keep pace with the prior year but the companys confidence is underscored by its newly initiated robust financial guidance for Subsea in 2026. For the Bulls: The story is all about cash" [X Link](https://x.com/Finsee_main/status/1981321691830661219) 2025-10-23T11:27Z 5002 followers, XXX engagements "$AN earnings: AutoNation: After-Sales & Finance Shine But New Car Margins Contract AutoNation delivered a strong quarter driven by impressive performance in its After-Sales and burgeoning AN Finance segments leading to a XX% jump in adjusted EPS. However significant pressure on new vehicle gross profit per unit signals a tougher pricing environment a key point for bears to watch. The overall results appear solid with the diversified business model effectively offsetting weakness in new car profitability making the bull case more compelling for now. For the Bulls: Adjusted EPS of $XXXX was up" [X Link](https://x.com/Finsee_main/status/1981324534121947425) 2025-10-23T11:39Z 5019 followers, XXX engagements "$COUR earnings: Coursera Q3 2025: Consumer Strength & AI Push Mask Enterprise Headwinds Coursera delivered another solid quarter beating its own guidance and raising its full-year revenue outlook. The narrative of renewed execution under CEO Greg Hart is gaining traction with the larger Consumer segment (+13% YoY) firing on all cylinders driven by strong learner growth and the success of the Coursera Plus subscription model. The company is leaning heavily into the AI tailwind highlighted by a new high-profile integration directly into ChatGPT. However this strength is offset by clear weakness" [X Link](https://x.com/Finsee_main/status/1981456332457738263) 2025-10-23T20:22Z 5002 followers, 1108 engagements "$GNTX earnings: Gentex Q3 FY25: Strong Margins and Raised Guidance Offset Core Revenue Decline Gentex reported a mixed but ultimately positive quarter. While core revenue declined year-over-year due to significant weakness in Europe and China the company demonstrated impressive cost control leading to strong gross margin expansion. The highlight was the raised full-year guidance for several key metrics including a notable increase in the forecast for the beleaguered China market. This suggests that while external headwinds are real internal execution is providing a powerful offset. The Bull" [X Link](https://x.com/Finsee_main/status/1981713030430724448) 2025-10-24T13:22Z 4999 followers, XXX engagements "$ITW earnings: ITW: Solid Execution Delivers Record Margins Amid Tepid Growth Illinois Tool Works (ITW) delivered another quarter of impressive operational execution posting record operating margins and strong free cash flow. The company continues to successfully navigate a challenging demand environment by focusing on its internal initiatives. Bulls will point to the record XXXX% operating margin X% adjusted EPS growth and XX% increase in free cash flow as clear evidence that the ITW business model is working. The continued strength in the Automotive OEM segment is another major positive." [X Link](https://x.com/Finsee_main/status/1981714565336342908) 2025-10-24T13:29Z 5005 followers, XXX engagements "$CRI earnings Profitability Collapses Under Tariff and Cost Pressures Prompting Major Restructuring This was a very tough quarter for Carters. While the top line is stable and U.S. retail shows signs of life profitability has fallen dramatically. The central issue is the impact of new tariffs which is proving to be much worse than initially communicated. Management is responding decisively with a significant cost-cutting and restructuring plan but this signals deep underlying challenges. For Bulls: The business has stabilized on the sales front with U.S. Retail posting a second consecutive" [X Link](https://x.com/Finsee_main/status/1982788844878508294) 2025-10-27T12:37Z 4998 followers, XXX engagements "$WELL earnings: Welltower Goes All-In with Massive UK Bet and Unprecedented Leadership Lock-up Welltower delivered another strong quarter beating and raising FFO guidance again on the back of robust Seniors Housing Operating (SHO) performance. However the in-quarter results were completely overshadowed by transformative post-quarter announcements. The company is executing a massive portfolio rotation acquiring $XX billion in assets (primarily UK seniors housing) and funding it with $X billion in dispositions (primarily a huge outpatient medical portfolio). Even more striking is a new 10-year" [X Link](https://x.com/Finsee_main/status/1982909205548797972) 2025-10-27T20:36Z 5005 followers, 1022 engagements "$AGYS earnings: Agilysys Delivers 15th Record Quarter and Raises Guidance but Margin Pressure Looms Agilysys reported another strong quarter marking its 15th consecutive period of record revenue. The company beat its previous guidance and raised its full-year outlook for both total revenue and subscription revenue growth. The impressive top-line performance was driven by a XX% surge in subscription revenue and continued strong sales momentum with the quarter marking the second-highest for sales in the companys history. The GAAP earnings beat was significantly inflated by a one-time employee" [X Link](https://x.com/Finsee_main/status/1982911619224220015) 2025-10-27T20:45Z 5018 followers, XXX engagements "$METC earnings: Ramaco Resources (METC) Q3 2025 Financial Review Q3 2025: Met Coal Resilience Amid Weak Markets REE Acceleration Fully Funded Ramaco delivered Q3 2025 results reflecting highly disciplined Met Coal operations and a major acceleration of the Brook Mine Rare Earth Element (REE) development. The company achieved record liquidity and a net cash position securing funding for its transition into a dual-platform critical minerals company. While Met Coal revenues suffered from weak global pricing management successfully lowered costs and protected margins by cutting volume. The key" [X Link](https://x.com/Finsee_main/status/1982916424482914415) 2025-10-27T21:04Z 5003 followers, 1064 engagements "$LEG earnings: Execution Amidst Softness: L&P Slashes Debt and Reaffirms Guidance Midpoint Leggett & Platt reported a mixed but solid third quarter. While persistent demand weakness continues to pressure volumes the company is executing well on its strategic priorities. The successful sale of the Aerospace business allowed for a significant debt reduction strengthening the balance sheet considerably. Restructuring benefits are materializing helping to support margins. Managements decision to narrow the guidance range while reaffirming the midpoint signals confidence in their ability to" [X Link](https://x.com/Finsee_main/status/1982933465772314685) 2025-10-27T22:12Z 5007 followers, XXX engagements "$SHW earnings: Solid Quarter in a Tough Market Core Business Shows Strength Sherwin-Williams delivered a solid third quarter with results coming in at the high end of their sales guidance. The standout performance was in the core Paint Stores Group (PSG) which saw volume growth across all professional segments strongly suggesting market share gains. While the overall demand environment remains challenging (softer for longer) the company is executing well controlling costs and capitalizing on competitor instability. For the Bulls: The strength in the PSG segment is exactly what you want to" [X Link](https://x.com/Finsee_main/status/1983131270994366768) 2025-10-28T11:18Z 5005 followers, XXX engagements "$XYL earnings: Strong Execution Drives Margin Beat and Substantial Guidance Raise Xylem delivered an impressive third quarter beating its guidance on all key metrics. The results showcase excellent operational execution with record profitability driven by the companys simplification initiatives. This performance gives management the confidence to significantly raise its full-year guidance for both margin and EPS. The bull case is compelling. The magnitude of the beat and raise particularly the XXX bps year-over-year expansion in adjusted EBITDA margin to a record XXXX% demonstrates that the" [X Link](https://x.com/Finsee_main/status/1983132744268812470) 2025-10-28T11:24Z 5005 followers, XXX engagements "$AOS earnings: North America Strength Cant Fully Offset Chinas Drag Leading to Guidance Cut A. O. Smith reported a solid quarter with strong execution in North America driving a XX% EPS increase. However this strength was overshadowed by a guidance reduction for the full year. For the bulls: North America is performing very well. Sales grew X% and segment margin expanded by XXX basis points proving the company can successfully manage cost inflation with pricing actions. The continued strength in boilers and commercial water heaters is a significant positive. Capital returns remain robust with" [X Link](https://x.com/Finsee_main/status/1983136218922569806) 2025-10-28T11:38Z 5009 followers, XXX engagements "$ABG earnings: Resilient Service & Cost Control Offset Expected Pressure on New Car Margins The Q3 results show a company executing well in a normalizing market. The defensive strength of the Parts & Service business and disciplined cost control are providing a solid foundation which is what bulls will focus on. However the pressures that were flagged last quarter are now clearly visible in the numbers particularly the decline in new vehicle profitability and persistently weak used vehicle volumes which will be the focus for bears. The balance sheet is more leveraged following the Herb" [X Link](https://x.com/Finsee_main/status/1983138778748162232) 2025-10-28T11:48Z 5018 followers, XXX engagements "$ZBRA earnings: Solid Beat and Raise Fueled by Tariff Mitigation and New Buyback Plan Zebra Technologies reported strong Q3 results that surpassed guidance on revenue margins and EPS. The company continues to demonstrate excellent execution particularly in managing U.S. import tariffs which are now a smaller headwind than previously feared. This operational strength combined with a newly announced $XXX million share repurchase program should be well-received. For the Bulls: The quarter was a clean beat-and-raise. The full-year outlook for sales and EPS was increased the negative impact from" [X Link](https://x.com/Finsee_main/status/1983145158318162431) 2025-10-28T12:13Z 5005 followers, XXX engagements "$ATI earnings: A&D Strength Powers Beat and Raise Offsetting Broader Market Weakness ATI delivered a strong third quarter beating its guidance and raising its full-year outlook for profitability and cash flow. The results were driven by accelerating momentum in the Aerospace & Defense (A&D) segment which now constitutes XX% of total sales. A standout performance in Defense (+51% YoY) and continued strength in Jet Engines (+19% YoY) fueled significant margin expansion with adjusted EBITDA margins reaching 20%. Bulls will champion the impressive A&D growth the XXX bps YoY margin expansion and" [X Link](https://x.com/Finsee_main/status/1983149039043465536) 2025-10-28T12:29Z 5018 followers, XXX engagements "$SFD earnings: Smithfield Foods: Record Quarter Masks Underlying Segment Pressure Smithfield reported a record third quarter and raised its full-year outlook driven by an exceptional performance in its volatile Hog Production segment. However this strength masked significant year-over-year profit declines in the core Packaged Meats and Fresh Pork segments signaling that raw material inflation and cautious consumer spending are taking a toll. For the Bulls: The headline numbers are strong. The company delivered record Q3 operating profit grew sales by over XX% and raised its full-year adjusted" [X Link](https://x.com/Finsee_main/status/1983150384685211908) 2025-10-28T12:34Z 5011 followers, XXX engagements "$FELE earnings: Franklin Electric: Strong Operations Masked by One-Time Charge Franklin Electric reported a strong third quarter with solid operational results across all segments though the headline GAAP EPS was significantly impacted by a pre-announced pension settlement charge. The underlying business momentum is healthy with revenue growing X% and adjusted EPS up 11%. The impressive turnaround in the Distribution segment continues and the company raised the low end of its full-year EPS guidance. For the Bulls: The core business is firing on all cylinders. Broad-based growth in sales" [X Link](https://x.com/Finsee_main/status/1983153992453538004) 2025-10-28T12:48Z 4998 followers, XXX engagements "$FOR earnings: Forestar (FOR): Strong Pricing Drives Revenue Beat but Profitability and Volume Remain Key Concerns Forestar reported mixed results for its fourth quarter and full fiscal year 2025. The company significantly beat its revenue guidance for the year driven by much higher-than-expected average sales prices per lot. However this was accompanied by a miss on lot delivery guidance and a notable decline in full-year profitability. The outlook for fiscal 2026 suggests stabilization with revenue guided in line with 2025s strong result and a slight recovery in lot volumes. The balance" [X Link](https://x.com/Finsee_main/status/1983159381572165983) 2025-10-28T13:10Z 5002 followers, XXX engagements "$WPC earnings: Strong Momentum Continues with Raised Guidance and Active Capital Recycling W. P. Carey delivered another solid quarter characterized by strong execution on its capital recycling strategy. The company raised its full-year guidance for both investments and AFFO for the second consecutive quarter. Bulls will highlight the continued momentum the ability to fund accretive acquisitions with well-priced asset sales and the proactive capital management shown by tapping the ATM program for future flexibility. Bears may point to the slight sequential dip in AFFO per share (which was" [X Link](https://x.com/Finsee_main/status/1983271274009784789) 2025-10-28T20:34Z 5005 followers, XXX engagements "$FLS earnings: Flowserve: Margin Power and Asbestos Exit Eclipse Weaker Sales Outlook Flowserve delivered a strong quarter beating on the bottom line and raising full-year EPS guidance driven by powerful margin expansion from its business system initiatives. The standout news however was a strategic transaction to permanently remove all legacy asbestos liabilities from its balance sheet a major de-risking event that simplifies the investment story. While bears will note the lowered full-year organic sales growth guidance and continued project delays in the energy sector the significant" [X Link](https://x.com/Finsee_main/status/1983272246706635017) 2025-10-28T20:38Z 5018 followers, XXX engagements "$VLTO earnings: Veralto (VLTO): Solid Beat and Raise Overshadowed by Lingering Margin Pressure Veralto delivered another quarter of consistent execution beating its own EPS guidance and raising the full-year outlook. The results showcase the durability of its business model and strength in North America. However the bull case is tempered by persistent and slightly worsening margin compression in the Product Quality & Innovation (PQI) segment and a notable slowdown in Europe. For the Bulls: Beat & Raise: Q3 Adjusted EPS of $XXXX comfortably beat the high end of guidance ($0.91-$0.95). The" [X Link](https://x.com/Finsee_main/status/1983276342935466211) 2025-10-28T20:55Z 5002 followers, XXX engagements "$SITE Q3 2025: Strong Execution Overcomes Soft Markets but Guidance Trimmed SiteOne delivered a strong quarter of operational performance beating the trends implied by their previous commentary. They successfully returned to positive organic growth and pricing driving solid margin expansion and cost leverage. The bull case is that management is executing its strategy very well in a tough environment. The bear case focuses on the trimmed full-year guidance which while explained by a new restructuring charge still lowers the top end of expectations for the year. The underlying business momentum" [X Link](https://x.com/Finsee_main/status/1983478566823112804) 2025-10-29T10:18Z 5017 followers, XXX engagements "$UTHR earnings: United Therapeutics Q3 2025: TETON-2 Breakthrough Steals the Show from Mixed Commercial Results This was a pivotal quarter for United Therapeutics. While top-line growth slowed the company announced breakthrough results for its key TETON-2 pipeline asset which is far more significant for the long-term story. For Bulls: The TETON-2 data in IPF is a massive win and de-risks the companys most important near-term catalyst. Key growth products Tyvaso DPI (+22%) and Orenitram (+16%) continue to perform exceptionally well demonstrating resilience against competitive noise. The" [X Link](https://x.com/Finsee_main/status/1983485917856715095) 2025-10-29T10:47Z 5005 followers, XXX engagements "$WSO earnings: Watsco Q3 2025: Strong Execution in a Challenging Market The company is successfully navigating a difficult market demonstrating impressive margin control and cash generation despite declining sales. Bulls will focus on the record gross margin and massive inventory reduction proving the strength of Watscos technology and operational discipline. Bears will point to the continued revenue decline persistent SG&A growth and significant weakness in international markets questioning when top-line growth will resume. For now the bull case on long-term operational strength appears more" [X Link](https://x.com/Finsee_main/status/1983504716077130210) 2025-10-29T12:02Z 5005 followers, XXX engagements "$CLH earnings: ES Strength Continues but Macro Headwinds Force Guidance Trim Clean Harbors delivered another quarter of impressive margin expansion in its core Environmental Services (ES) segment demonstrating strong operational execution and pricing power. However persistent softness in industrial-facing businesses and broader macroeconomic uncertainty have led to a slight reduction in the full-year EBITDA forecast. While the long-term growth drivers remain intact near-term challenges are becoming more visible. For Bulls: The core ES business is firing on all cylinders marking its 14th" [X Link](https://x.com/Finsee_main/status/1983505317280272768) 2025-10-29T12:04Z 5003 followers, XXX engagements "$PAG earnings: Penske Automotive: Service & Parts Shine but Commercial Truck Weakness and Margin Pressure Weigh on Results Penskes Q3 results present a mixed picture where the stability and strength of the high-margin Service & Parts business were overshadowed by a significant downturn in the commercial truck segment and compressing new vehicle margins. While the companys financial discipline is commendableachieving a very low 1.0x leverage ratiothe core earnings power showed signs of weakness this quarter. What the Bulls See: The Service & Parts segment continues to be a powerful and" [X Link](https://x.com/Finsee_main/status/1983519504366784661) 2025-10-29T13:01Z 5005 followers, XXX engagements "$GIL earnings: Gildan (GIL): Strong Margins and Activewear Offset by Underwear Weakness and Lowered Cash Flow Guidance Gildan reported a solid quarter beating expectations on profitability and raising its full-year adjusted operating margin guidance. The core Activewear segment continues to show strength driven by market share gains and new products. However the picture is clouded by persistent deep weakness in the Hosiery & Underwear segment which failed to show the guided improvement and a significant cut to the full-year free cash flow forecast. Bulls will highlight: Record Q3 Adjusted EPS" [X Link](https://x.com/Finsee_main/status/1983522323664675100) 2025-10-29T13:12Z 4999 followers, XXX engagements "$WAY earnings: Waystar Q3 FY25: Solid Execution and Raised Guidance Despite Expected Slowdown The company delivered a solid quarter successfully navigating the seasonal slowdown they had previously forecast. While revenue growth decelerated as expected strong margins and another raise to the full-year outlook demonstrate confident execution. The bull case is reinforced by impressive profitability and progress on deleveraging. Bears will point to the slowing growth in both revenue and new large clients but these were largely anticipated and do not appear to derail the core story. Themes" [X Link](https://x.com/Finsee_main/status/1983634601705660829) 2025-10-29T20:38Z 5017 followers, XXX engagements "$BOOT earnings: Boot Barn: Strong Q2 Beat Guidance Raised but All Eyes on New Long-Term Store Potential Boot Barn delivered another quarter of strong results beating its prior guidance on all key metrics. Revenue growth remains robust driven by healthy same-store sales and an aggressive highly productive new store rollout. The major development this quarter is a significant upward revision of the companys long-term potential with management now targeting 1200 stores up from XXX previously. This provides a powerful new narrative for long-term growth. However despite raising the full-year" [X Link](https://x.com/Finsee_main/status/1983634874608316927) 2025-10-29T20:39Z 5017 followers, XXX engagements "Sprouts $SFM Q3 2025 Earnings - Solid Quarter But Guidance Signals a Sharp Slowdown Sprouts delivered a solid Q3 with an earnings beat but this was overshadowed by a miss on comparable sales and a significantly weaker outlook for Q4. The bull case points to strong profit execution and a new $X billion buyback. The bear case which appears more compelling for the near term focuses on the rapid deceleration in comparable sales growth. Key Points: For the Bulls: Q3 EPS of $XXXX comfortably beat the companys guidance ($1.12-$1.16). Management demonstrated good cost control and announced a new" [X Link](https://x.com/Finsee_main/status/1983637541103587415) 2025-10-29T20:50Z 5003 followers, 1731 engagements "$AM earnings: Solid Execution Continues: Strong FCF Deleveraging and Shareholder Returns Antero Midstream delivered another strong quarter demonstrating consistent operational execution and disciplined capital allocation. The results show healthy growth in cash flow continued reduction in debt and an increased pace of share buybacks. Positive developments from their primary customer Antero Resources (AR) also improve AMs growth outlook. The bull case is compelling as the company is successfully executing its strategy of generating free cash flow and returning value to shareholders while" [X Link](https://x.com/Finsee_main/status/1983641926503907473) 2025-10-29T21:07Z 5002 followers, XXX engagements "$MAA Q3 2025: Stable Operations Mask Underlying Weakness as Guidance is Trimmed MAA delivered a stable quarter meeting expectations on Core FFO. However this stability is supported almost entirely by strong renewal rates and low turnover masking significant pressure on new lease pricing. While management continues to message an upcoming recovery based on lower supply the negative same-store results and a slight reduction in full-year guidance suggest the challenging environment persists. The bull case relies on this future recovery but the current results give more weight to the bear case." [X Link](https://x.com/Finsee_main/status/1983644930728980651) 2025-10-29T21:19Z 5003 followers, XXX engagements "$WEX earnings: Solid Quarter with Corporate Payments Inflection Point Materializing WEX delivered a strong quarter beating the high end of its guidance for both revenue and EPS. The company also raised its full-year outlook. The key positive was the successful turnaround in the Corporate Payments segment which returned to growth as management had projected. This confirms the H2 2025 inflection story is playing out. For bulls the beat-and-raise quarter the execution in Corporate Payments and the continued deleveraging are clear positives. The bull case is strengthening as management delivers" [X Link](https://x.com/Finsee_main/status/1983654427404775505) 2025-10-29T21:57Z 5010 followers, XXX engagements "$CALX earnings: Strong Beat and Raise Overshadowed by Slowing RPO Growth Calix delivered a very strong quarter significantly beating revenue and EPS guidance. The company continues to execute well with record revenue and gross margins driven by platform adoption and competitive wins. Management also raised guidance for Q4. However the significant deceleration in RPO (Remaining Performance Obligations) growth is a key concern. This metric which reflects future contracted revenue slowed for the second consecutive quarter raising questions about the durability of long-term demand. The Bull Case:" [X Link](https://x.com/Finsee_main/status/1983656281060864511) 2025-10-29T22:04Z 4999 followers, XXX engagements "$WHD earnings: Cactus Delivers Strong Margins Amidst Softer Revenues Navigates Tepid Market Cactus reported a solid third quarter navigating a challenging U.S. land market better than anticipated. The company delivered a significant beat on margins particularly in its core Pressure Control segment driven by effective cost-cutting and lower legal costs. Spoolable Technologies also outperformed on the top line thanks to strong international sales. While the near-term outlook remains cautious the results demonstrate strong operational execution. What bulls will like: The Pressure Control" [X Link](https://x.com/Finsee_main/status/1983662397358329977) 2025-10-29T22:29Z 4998 followers, XXX engagements "$MCW earnings: Solid Quarter Shows Resilience; Full-Year Guidance Implies Q4 Slowdown Mister Car Wash reported a solid third quarter with accelerating revenue and comparable sales growth. The Unlimited Wash Club (UWC) subscription program remains the core strength driving results and demonstrating the resilience of the business model. The rebound in profitability this quarter is a significant positive. However the company only reiterated its full-year guidance. While this provides stability after last quarters downward revision the numbers imply a material deceleration in revenue and" [X Link](https://x.com/Finsee_main/status/1983665840332439843) 2025-10-29T22:42Z 5002 followers, XXX engagements "$ASX earnings and call: ASE Technology: Strong Beat and Raise as AI Cycle Intensifies ASE delivered a powerful third quarter beating guidance across the board on both revenue and profitability. The ATM (semiconductor assembly and testing) segment was the star performer hitting record revenues driven by insatiable AI demand for leading-edge services and a stronger-than-expected recovery in the mainstream market. Management raised its full-year outlook and boosted CapEx for the second consecutive quarter signaling strong confidence in momentum carrying into 2026. For the bulls: The quarter was" [X Link](https://x.com/Finsee_main/status/1983825616722854173) 2025-10-30T09:17Z 5018 followers, 1048 engagements "$WEC earnings: Solid Quarter Driven by Strong Demand; Awaits Crucial Capital Plan Update This was a solid quarter for WEC with results beating the top end of their guidance. The core story remains the strong economic growth and electricity demand in their service area particularly from data centers. For bulls the strong demand growth and earnings beat are clear positives. For bears the major question of how the company will fund this massive growth without significant shareholder dilution remains unanswered until the new capital plan is released. Currently the bull case is more compelling" [X Link](https://x.com/Finsee_main/status/1983867001681465458) 2025-10-30T12:02Z 5005 followers, XXX engagements "$ARGX earnings: argenx: Strong Beat and Raise; VYVGART Momentum Continues Unabated argenx reported another exceptional quarter with VYVGART sales significantly outpacing previous results demonstrating robust demand and excellent commercial execution. The impressive top-line growth translated into a substantial increase in profitability showcasing strong operating leverage. While the pipeline saw two minor discontinuations the overall progress on key registrational programs remains firmly on track. The bull case is significantly strengthened by this powerful print with the company firing on" [X Link](https://x.com/Finsee_main/status/1983867869256368527) 2025-10-30T12:05Z 5003 followers, XXX engagements "$WLK earnings: Westlake Q3 2025: Massive PEM Impairment Overshadows HIPs Softening Resilience This was a very tough quarter for Westlake dominated by a significant goodwill impairment that confirms deep-seated issues in the materials (PEM) segment. While the housing (HIP) segment remains profitable it is also showing signs of slowing down. The bear case is compelling as macro headwinds are now clearly visible across both segments and self-help measures may not be enough to offset them in the near term. For the bears: The $XXX million impairment in the North American Chlorovinyls business is a" [X Link](https://x.com/Finsee_main/status/1983874275707625669) 2025-10-30T12:31Z 5010 followers, XXX engagements "$KBR Q3 FY25: Profitability and Bookings Impress Despite Revenue Headwinds KBR delivered a resilient quarter showcasing strong bottom-line execution and robust demand even as top-line growth stalled. The bull case is supported by double-digit Adjusted EBITDA growth significant margin expansion and a very strong 1.4x book-to-bill ratio. However the bear case is fueled by a second consecutive cut to the full-year revenue forecast driven by persistent government contract delays now worsened by a potential shutdown. Overall the bull case is more compelling; management is successfully navigating" [X Link](https://x.com/Finsee_main/status/1983880557281808805) 2025-10-30T12:55Z 5000 followers, XXX engagements "$AAP earnings: Turnaround Accelerates with Strongest Quarter in Two Years This was a significant quarter for Advance Auto Parts providing the strongest evidence yet that the turnaround plan is not only working but gaining momentum. The XXX% comparable sales growth and substantial margin expansion were impressive especially the return to growth in the previously weak DIY segment. Management raised and tightened guidance signaling improved visibility and confidence. The bull case is compelling with operational metrics firing on multiple cylinders. Bears will point to the continued negative free" [X Link](https://x.com/Finsee_main/status/1983882370500411845) 2025-10-30T13:03Z 5003 followers, XXX engagements "$AMRX earnings: Solid Top-Line Growth and Raised EPS Guidance Clouded by Margin Pressure Amneal reported a strong third quarter with revenue growth across all segments beating internal expectations and leading to raised full-year EPS and cash flow guidance. The bull case is driven by this top-line momentum clear progress in the product pipeline (CREXONT Brekiya biosimilars) and accelerating growth in the AvKARE segment. However the bear case will focus on weak profit conversion. Despite a XX% revenue increase adjusted EBITDA grew only X% pointing to significant margin pressure. While" [X Link](https://x.com/Finsee_main/status/1983905734493385071) 2025-10-30T14:36Z 4998 followers, XXX engagements "$PRM earnings: Fire Safety Delivers in Peak Season But Specialty Products Falters Perimeters results show a tale of two segments. The core Fire Safety business performed very well capitalizing on a normal wildfire season and demonstrating strong profitability. However the Specialty Products segment saw a significant drop in profits confirming that the operational issues at its third-party-operated plant are a major and worsening headwind. For Bulls: The Fire Safety segment the companys main profit engine is firing on all cylinders. Revenue grew X% and adjusted EBITDA grew XX% with margins" [X Link](https://x.com/Finsee_main/status/1983906044335001722) 2025-10-30T14:37Z 5002 followers, XXX engagements "$GEL earnings: Inflection Point Reached But Near-Term Guidance Trimmed. The third quarter was pivotal for Genesis. The company successfully brought its major offshore growth projects online driving strong results in that segment and finally reaching the long-awaited free cash flow inflection point. This is the most important long-term development. However this was partially offset by notable weakness in the Marine segment and another small reduction in full-year guidance. For Bulls: The investment thesis is playing out. The massive multi-year offshore projects are online and ramping as" [X Link](https://x.com/Finsee_main/status/1983907857708773571) 2025-10-30T14:44Z 5003 followers, XXX engagements "$MSI earnings: Motorola Solutions: Strong Execution and Silvus Integration Fuel Beat-and-Raise Quarter Motorola Solutions reported another outstanding quarter delivering record Q3 revenue earnings and cash flow. The results demonstrated strong execution across the board with particular strength in the Software & Services segment and International markets. The recent Silvus acquisition is off to a strong start contributing to the top line and securing an early international win. The company raised its full-year EPS guidance for the second consecutive quarter signaling strong profitability and" [X Link](https://x.com/Finsee_main/status/1983992276817764641) 2025-10-30T20:19Z 5018 followers, 1132 engagements "$BFAM earnings: Strong Beat and Raise Driven by Stellar Back-Up Care Performance Bright Horizons delivered a strong third quarter significantly beating prior guidance on both revenue and earnings. The story of the quarter is the remarkable acceleration in the high-margin Back-Up Care segment which is driving overall profitability and led to another increase in the full-year outlook. While the core Full-Service segment continues its steady but slow recovery the outperformance in Back-Up care provides a powerful growth engine. The bull case is compelling as margin expansion is clearly" [X Link](https://x.com/Finsee_main/status/1984001685812080821) 2025-10-30T20:57Z 4998 followers, XXX engagements "$IR earnings: Mixed Quarter as P&ST Strength is Offset by Core IT&S Weakness Prompting Guidance Trim A mixed quarter for Ingersoll Rand. Bulls will point to the strong rebound in the P&ST segment continued M&A execution and shareholder returns. However bears will focus on the material weakness in the larger core IT&S segment which saw organic revenue decline and significant margin compression. This weakness forced a trim to full-year guidance particularly for EPS making the bear case more compelling in the near term. Main Financials The third quarter showed top-line growth driven entirely by" [X Link](https://x.com/Finsee_main/status/1984006234853229024) 2025-10-30T21:15Z 5005 followers, XXX engagements "$HLI earnings: Houlihan Lokey (HLI): Solid Quarter Driven by Corporate Finance but Restructuring Slows Sharply Houlihan Lokey reported a solid quarter with strong top-line growth driven by its largest segment Corporate Finance. However overall revenue and EPS growth decelerated from Q1 and the Financial Restructuring business saw a significant slowdown calling into question the prior quarters confident outlook. For the Bulls: Corporate Finance remains robust with XX% YoY revenue growth showing strength in the core M&A advisory business. The company is demonstrating excellent cost control with" [X Link](https://x.com/Finsee_main/status/1984006781132271782) 2025-10-30T21:17Z 5000 followers, XXX engagements "$ATR earnings: Pharma Strength Masks Broader Slowdown and Guides to a Weaker Q4 Aptar delivered a mixed quarter. The results were headlined by a solid beat on adjusted EPS driven by outstanding performance in the Pharma segment particularly Injectables. However this strength conceals underlying weakness across the rest of the business. Both the Beauty and Closures segments saw core sales stagnate or decline and experienced significant margin pressure. The outlook for Q4 points to a sharp deceleration. The bull case rests entirely on the Pharma segments momentum and the EPS beat. Bears will" [X Link](https://x.com/Finsee_main/status/1984006952351945029) 2025-10-30T21:18Z 5002 followers, XXX engagements "$AJG earnings: Gallagher Reports Solid Quarter Overshadowed by AssuredPartners Integration Noise Arthur J. Gallagher (AJG) delivered a solid third quarter highlighted by strong top-line growth driven by the landmark acquisition of AssuredPartners (AP) which closed in August. However the initial financial contribution from AP came in significantly below recent estimates raising questions about the near-term integration. The underlying core business remains healthy with steady performance in Risk Management though Brokerage organic growth showed some deceleration. For the Bulls: The" [X Link](https://x.com/Finsee_main/status/1984009787894591938) 2025-10-30T21:29Z 5005 followers, 1074 engagements "$BTE earnings: Solid Quarter with Production Beat and Debt Reduction but FCF Outlook Weakens Baytex delivered a strong operational quarter beating production expectations driven by record output from the Pembina Duvernay. The company continued its disciplined approach successfully reducing debt. However a weaker commodity price outlook has led to a significant reduction in the full-year free cash flow forecast highlighting the companys sensitivity to the macro environment. Bull Case: Operational execution is excellent. The company is delivering on production goals improving costs in key plays" [X Link](https://x.com/Finsee_main/status/1984019768748470530) 2025-10-30T22:09Z 5002 followers, XXX engagements "$PK earnings: A Challenging Quarter Met with Disciplined Execution Parks results show a tougher-than-expected operating environment with RevPAR missing guidance due to softer demand. However management demonstrated strong execution on factors within their control delivering impressive cost savings and proactively addressing all major near-term debt maturities. While the top-line weakness is a clear negative for bears the strengthened balance sheet and ongoing cost discipline provide a solid foundation for bulls. The bear case appears more compelling in the short term as the lowered full-year" [X Link](https://x.com/Finsee_main/status/1984025079391588843) 2025-10-30T22:30Z 5017 followers, XXX engagements "$AON earnings: Aon Delivers Strong Quarter with Accelerating Growth and Margin Beat Aon reported a strong third quarter showing clear momentum in its core operations. Organic growth accelerated and the company delivered a significant beat on margin expansion demonstrating effective execution of its Aon United strategy. While adjusted EPS growth slowed this was due to below-the-line items not weakness in the core business. The bull case is compelling as the results reaffirm confidence in the companys full-year targets and position it well for 2026. For the Bulls: Organic revenue growth" [X Link](https://x.com/Finsee_main/status/1984212029175935373) 2025-10-31T10:53Z 5005 followers, XXX engagements "$SXT earnings: Sensient Technologies (SXT) Q3 2025: Color Group Shines Guidance Raised The company reported another strong quarter driven by exceptional performance in the Color Group. This strength offset continued but expected weakness in Agricultural Ingredients. Managements confidence is reflected in the upgraded guidance for profitability reinforcing the positive outlook. The bull case centered on margin expansion and the massive natural colors opportunity is gaining momentum. Bears will point to the revenue softness in Flavors and a slowdown in Asia Pacific but these seem secondary to" [X Link](https://x.com/Finsee_main/status/1984220243854590407) 2025-10-31T11:25Z 5005 followers, XXX engagements "$POR earnings: Portland General Electric: Data Center Demand Powers Solid Quarter Execution is Key PGE delivered a strong third quarter beating last years results on the back of continued robust demand from data centers. The company also secured a key regulatory win for its Seaside battery project providing a clear path for cost recovery. While guidance was reaffirmed the focus remains squarely on execution across multiple large-scale resource procurements and ongoing cost management initiatives. The bull case driven by high-tech load growth and regulatory progress appears compelling though" [X Link](https://x.com/Finsee_main/status/1984231090995818904) 2025-10-31T12:08Z 5003 followers, XXX engagements "$GWW earnings: Solid Quarter & Improved Outlook Obscured by UK Exit This was a solid quarter for Grainger on an operational basis. The company effectively navigated the margin pressures that were a key concern last quarter leading to an improved full-year outlook for profitability and EPS. This positive core performance was overshadowed by a large non-cash impairment charge related to the decision to exit the U.K. market. For the Bulls: The key concern from Q2margin pressurehas eased. Management raised its full-year guidance for gross margin operating margin and EPS. This demonstrates strong" [X Link](https://x.com/Finsee_main/status/1984231941026034094) 2025-10-31T12:12Z 5007 followers, XXX engagements "$KOS Q3 2025 earnings: Steady Progress on Key Priorities Amid Operational Hiccups Kosmos continues to execute its strategic plan well. Production is growing costs are coming down and the balance sheet is being actively managed. The key growth project GTA is ramping up as expected. However a significant well failure in the Gulf of Mexico is a material setback and a reminder of the operational risks in this business. 🐂 Production is up X% quarter-over-quarter driven by the GTA LNG project ramp-up. Strong cost control continues with full-year capital spending guidance lowered again to less" [X Link](https://x.com/Finsee_main/status/1985318801202643359) 2025-11-03T12:11Z 4998 followers, XXX engagements "$AXSM Q3 2025 earnings: Solid commercial growth continues as key pipeline asset is filed with the FDA. Axsome delivered another quarter of strong execution on both its commercial products and its development pipeline. Total revenue grew a healthy XX% from last quarter driven by continued adoption of Auvelity for depression. Importantly the company successfully submitted its application to the FDA for AXS-05 in Alzheimer's disease agitation a major milestone that could open up a large new market. While spending on marketing and sales is increasing significantly the company's cash position" [X Link](https://x.com/Finsee_main/status/1985323198917788133) 2025-11-03T12:28Z 5014 followers, XXX engagements "$HESM Q3 2025 earnings: A solid quarter overshadowed by the suspension of a key growth project. The company delivered strong operational results beating the high end of its adjusted EBITDA guidance. Shareholder returns also continued as promised with another $XXX million buyback and an increased distribution. However the surprise announcement that the Capa gas plant project is suspended and removed from future plans is a significant negative. This action cuts near-term spending but raises serious questions about the long-term growth outlook for the company under its new sponsor Chevron. 🐂 " [X Link](https://x.com/Finsee_main/status/1985333052986302583) 2025-11-03T13:07Z 5002 followers, XXX engagements "$ALX Q3 2025 earnings: Revenue decline from vacancy masks FFO beat but a major loan default clouds the outlook. Alexander's reported a mixed quarter. Revenue and Net Income fell year-over-year primarily due to a major lease expiration. However Funds from Operations (FFO) a key metric for REITs saw a slight increase thanks to significantly lower interest expenses. The main story is the company's failure to repay a $XXX million mortgage which has now moved into restructuring talks with lenders creating significant uncertainty. 🐂 * FFO per diluted share rose to $XXXX from $XXXX a year ago" [X Link](https://x.com/Finsee_main/status/1985356651113611455) 2025-11-03T14:41Z 5006 followers, XXX engagements "$AL Q3 2025 earnings: Solid Quarter Overshadowed by Pending Acquisition The quarter's results were solid with core rental revenues growing and the final piece of the Russia insurance recovery booked as expected. However all results are now viewed through the lens of the pending acquisition by a Sumitomo-led consortium for $XXXXX per share. This deal provides a clear endpoint for shareholders but also means the company enters a period of limited strategic flexibility with no further guidance or conference calls. 🐂 The pending all-cash acquisition at $65.00/share provides a firm valuation and" [X Link](https://x.com/Finsee_main/status/1985455533474664513) 2025-11-03T21:14Z 5002 followers, XXX engagements "$ENSG Q3 2025 earnings: Another record quarter with accelerating acquisitions and a strong guidance raise. This was an impressively strong quarter for Ensign. The company beat its own high expectations posting record revenue and earnings. More importantly they significantly increased the pace of acquisitions while continuing to improve their existing operations. Management raised its financial forecast for the full year signaling strong confidence heading into the final quarter. 🐂 : The company is firing on all cylinders. Organic growth is robust with both occupancy and the mix of" [X Link](https://x.com/Finsee_main/status/1985457755868594254) 2025-11-03T21:23Z 4998 followers, XXX engagements "$WMB Q3 2025 earnings: Strong Project Execution Drives Growth CapEx Rises on New LNG Investment. Williams delivered another very solid quarter beating expectations with strong double-digit growth in key financial metrics. The results were driven by the successful execution of their growth plan with several major projects coming online and contributing to earnings. The company reaffirmed its full-year EBITDA guidance which was already raised last quarter. However they also announced a significant $XXX million increase in growth capital spending for 2025. This is tied to a new strategic" [X Link](https://x.com/Finsee_main/status/1985461185362149742) 2025-11-03T21:36Z 5005 followers, XXX engagements "$EMN Q3 2025 earnings: A disciplined focus on cash cannot hide a deteriorating demand environment. Eastman delivered on its promise to generate cash by aggressively cutting inventory. However this came at the cost of lower production which hurt earnings. The adjusted EPS missed the company's informal guidance from last quarter. More importantly the outlook for the fourth quarter is significantly weaker than previously suggested reflecting growing consumer caution and ongoing destocking by customers. 🐂 Bulls will point to the strong execution on controllables. Operating cash flow was solid" [X Link](https://x.com/Finsee_main/status/1985461385082413160) 2025-11-03T21:37Z 5003 followers, XXX engagements "$AESI Q3 2025 earnings: Tough Quarter Forces Dividend Cut but a Major Pivot to Power Emerges. Atlas reported a very challenging quarter missing its own volume forecast and posting a sharp decline in profitability. The company suspended its dividend to preserve cash for a significant and rapidly expanding opportunity in its power generation business. The near-term outlook for the core sand business remains weak. 🐂 Bulls will focus entirely on the massive expansion of the power business opportunity which has grown from XXX megawatts to a potential X gigawatts. The company is investing" [X Link](https://x.com/Finsee_main/status/1985463915057188976) 2025-11-03T21:47Z 5005 followers, XXX engagements "$FNV Q3 2025 earnings: Record Results Continue as Gold Prices Soar and Cobre Panama Delivers Franco-Nevada posted another record-breaking quarter capitalizing on sky-high gold prices and a significant one-time contribution from the Cobre Panama concentrate sale. The company delivered record revenue earnings and cash flow all while completely paying off its debt. This strong performance led management to narrow its full-year guidance to the high end and raise its outlook for precious metals signaling confidence in the portfolio's momentum. 🐂 : The results are exceptional across the board." [X Link](https://x.com/Finsee_main/status/1985489897881293227) 2025-11-03T23:30Z 4998 followers, XXX engagements "$FMS Q3 2025 earnings: Strong profit growth and margin expansion overshadowed by a drop in cash flow. Fresenius Medical Care delivered a strong quarter on the profitability front with operating income growing XX% and margins expanding significantly. This demonstrates that their turnaround and cost-saving initiatives are paying off. However the positive earnings story was tempered by a notable XX% year-over-year decline in operating cash flow which the company attributed to a tough comparison from the prior year. 🐂 Bulls will celebrate the impressive XX% growth in operating income (28% at" [X Link](https://x.com/Finsee_main/status/1985668490036978060) 2025-11-04T11:20Z 5009 followers, XXX engagements "$SWK Q3 2025 earnings: Margin recovery shows progress but soft volumes and a guidance cut raise concerns. Stanley Black & Decker delivered a mixed quarter. The company showed strong execution on its cost-cutting and pricing strategies leading to a significant improvement in gross margins. This proves their plan to fight tariff impacts is working. However the core Tools & Outdoor business saw volumes decline notably and the company trimmed its full-year profit forecast. This signals that the challenging consumer environment persists. 🐂 Bulls will focus on the impressive gross margin" [X Link](https://x.com/Finsee_main/status/1985675714255896860) 2025-11-04T11:49Z 5007 followers, XXX engagements "$PFE Q3 2025 earnings: Policy risk resolved but COVID decline and M&A drama create a mixed picture. Pfizer delivered a complex quarter. They successfully navigated a major political overhang by striking a deal with the U.S. government which provides significant clarity for the business. Operationally the non-COVID drug portfolio is growing and cost-cutting is boosting profits leading to a raised earnings per share (EPS) forecast. However the expected sharp decline in COVID product sales is hitting the top line hard. Some key growth drugs are also showing weakness in the important U.S. market." [X Link](https://x.com/Finsee_main/status/1985680265255989552) 2025-11-04T12:07Z 5017 followers, 1324 engagements "$EXC Q3 2025 earnings: Solid Quarter with Strong Execution Large Load Pipeline Continues to Grow. Exelon delivered a strong quarter beating last year's results with higher earnings per share. The company's performance was driven by approved rate increases from its investments and good cost control particularly on storm-related expenses. Management confirmed they are on track to meet their full-year financial goals. The key story remains the same: steady execution in their core utility business combined with a massive and growing opportunity from new large customers like data centers. 🐂 " [X Link](https://x.com/Finsee_main/status/1985681114560651346) 2025-11-04T12:10Z 5005 followers, XXX engagements "$HOG Q3 2025 earnings: HDFS transaction gain masks ongoing weakness in the core motorcycle business. Harley-Davidson's third-quarter results were dominated by its major financial transaction. The company finalized the deal for its financing arm (HDFS) which led to a massive one-time accounting gain and a huge reported profit per share. However looking at the actual motorcycle business the picture is less positive. Consumer demand remains soft with fewer bikes sold at retail globally. While the company shipped more bikes to dealers profitability in this core segment is getting worse. A newly" [X Link](https://x.com/Finsee_main/status/1985683067193765889) 2025-11-04T12:18Z 5002 followers, XXX engagements "$SHC Q3 2025 earnings: A strong profit beat and raise overshadowed by signs of a Q4 revenue slowdown. Sotera Health delivered a solid third quarter beating estimates on the top and bottom lines. The core Sterigenics business remains strong and Nordion had an exceptionally good quarter. The company is also managing its finances well paying down debt and cutting spending forecasts. This led to a welcome increase in the profit outlook for the full year. However the Nelson Labs segment continues to struggle with falling revenue. More importantly while the company raised its profit guidance it" [X Link](https://x.com/Finsee_main/status/1985684829438963751) 2025-11-04T12:25Z 5003 followers, XXX engagements "$KYMR Q3 2025 earnings: Execution on track ahead of key data catalyst. Kymera delivered a clean quarter focused on execution. The company is successfully advancing its lead drug KT-621 for immune diseases. They finished enrolling patients in a key early study and have already started the next larger study. Their financial position remains very strong with enough cash to last into late 2028. All eyes are now on the clinical data expected next month. 🐂 : The company is doing exactly what it promised. They hit all their clinical milestones for the lead asset KT-621 removing any timeline risk." [X Link](https://x.com/Finsee_main/status/1985685109815603362) 2025-11-04T12:26Z 5003 followers, XXX engagements "$SHLS Q3 2025 earnings: Strong Top-Line Beat and Backlog Growth Muted by Rising Costs. The company delivered a strong quarter on the top line beating its revenue guidance and posting record backlog. This shows that the underlying demand for its products is robust and its strategy to gain market share is working. However this growth came at a cost. Gross margins remain under pressure and operating expenses particularly legal fees increased significantly. While the full-year revenue forecast was raised the profit forecast was only tightened not meaningfully increased highlighting the ongoing" [X Link](https://x.com/Finsee_main/status/1985686212561051867) 2025-11-04T12:30Z 4999 followers, XXX engagements "$ACLS Q3 2025 earnings: A solid beat overshadowed by the transformative merger with Veeco. Axcelis delivered results that were better than guided for the third quarter showing good operational control during a semiconductor industry downturn. The highlight of the quarter however was not the results themselves but the major announcement of a merger with Veeco Instruments. Management is framing this as a strategic move to create a stronger more diversified company focused on high-growth trends like AI and vehicle electrification. While the underlying business is stable driven by record" [X Link](https://x.com/Finsee_main/status/1985703454593949735) 2025-11-04T13:39Z 4998 followers, XXX engagements "$ERO operational update: Xavantina initiative unlocks new high-margin gold sales stream from old stockpiles. Ero Copper announced a significant and unexpected win at its Xavantina gold mine. The company has begun selling high-grade gold concentrate that had been stockpiled on-site since 2012. This creates a new very high-margin revenue stream that starts immediately in Q4 2025 and is expected to last 12-18 months. This is a creative way to unlock "hidden" value from a previously non-earning asset. 🐂 Bulls will love this. Management found a way to turn old waste into a cash cow. The margins" [X Link](https://x.com/Finsee_main/status/1985816149624569871) 2025-11-04T21:07Z 5002 followers, XXX engagements "$SM Q3 2025 earnings: Strong Production Drives Financial Beat and Shareholder Returns. SM Energy delivered another excellent quarter with production volumes hitting a new record and beating the high end of guidance. This operational strength translated into robust free cash flow allowing the company to make significant progress on debt reduction while also starting to repurchase sharesa positive surprise for investors. Even with lower oil prices compared to last year the company's profit margins held up well. This resilience is a direct result of the successful integration of the" [X Link](https://x.com/Finsee_main/status/1985817116876878086) 2025-11-04T21:11Z 5019 followers, XXX engagements "$DAWN Q3 2025 earnings: Strong OJEMDA launch momentum accelerates prompting a raise in full-year guidance. The company reported a very strong quarter with all key commercial metrics for its main drug OJEMDA accelerating. Revenue growth total prescriptions and new patient starts all saw double-digit sequential increases. This strong performance led management to raise its full-year 2025 revenue guidance. The company continues to manage its expenses well resulting in a minimal cash burn which strengthens its financial position. The primary risk remains its reliance on this single product. 🐂 :" [X Link](https://x.com/Finsee_main/status/1985817787646750966) 2025-11-04T21:13Z 5010 followers, XXX engagements "$SWKS Q4 2025 earnings: A strong beat overshadowed by a surprisingly weak mobile forecast. Skyworks delivered solid results for its fourth quarter surpassing its own revenue and earnings guidance. The beat was driven by continued strength in their Broad Markets segment and healthy mobile demand in the quarter. However the outlook for the next quarter (Q1 2026) is disappointing. The company expects a significant sequential drop in its Mobile business which is their largest segment. This weak forecast raises questions about near-term demand and is likely to weigh on sentiment despite the good" [X Link](https://x.com/Finsee_main/status/1985819459177578614) 2025-11-04T21:20Z 5007 followers, XXX engagements "$TREX Q3 2025 earnings: R&R Market Weakness Hits Home Guidance Lowered The quarter was defined by a significant slowdown in the Repair & Remodel (R&R) market. This led to a miss on Q3 revenue and a substantial reduction in guidance for the fourth quarter and the full year. While the company continues to see strong adoption of its new products and growth in its railing business this was not enough to offset the broader market deterioration. Management is now adjusting production down and expects channel partners to lower their inventory signaling a cautious outlook for the near term. They also" [X Link](https://x.com/Finsee_main/status/1985820769931173918) 2025-11-04T21:25Z 5017 followers, XXX engagements "$EXEL Q3 2025 earnings: A strong beat driven by its core drug with a large new buyback announced. Exelixis delivered a very solid quarter. Revenue and earnings were strong beating internal forecasts. The main drug cabozantinib continues to grow well helped by its new approval for neuroendocrine tumors (NET). The company also shared positive detailed data for its next potential drug zanzalintinib and plans to file for approval soon. Management raised financial guidance for the year while lowering expected R&D spending. To top it off they announced a large new $XXX million share buyback program" [X Link](https://x.com/Finsee_main/status/1985822627148034321) 2025-11-04T21:33Z 4998 followers, XXX engagements "$AES Q3 2025 earnings: Steady Execution and Reaffirmed Guidance Mask a Slowdown in New Contracts. The company delivered a solid quarter driven by strong execution in its renewables business bringing new projects online as planned. Management confidently reaffirmed all full-year and long-term financial targets signaling that the business is performing as expected. However the pace of new contract signings slowed significantly this quarter leading to a slight reduction in the overall project backlog. 🐂 : Bulls will praise the strong operational execution with XXX GW of new projects completed" [X Link](https://x.com/Finsee_main/status/1985822705875083411) 2025-11-04T21:33Z 5005 followers, XXX engagements "$CHRD Q3 2025 earnings: Solid Execution and Guidance Raise overshadowed by XTO Integration. Chord delivered a strong operational quarter. They produced more oil than guided while spending less capital. This good performance led them to raise their full-year oil production forecast for the second time this year a clear positive. The company continues to make excellent progress on its long-term initiatives. The new 4-mile wells are performing well and costing less than expected which is great for future efficiency. They also locked in significant cost savings from new marketing contracts. The" [X Link](https://x.com/Finsee_main/status/1985828503296549113) 2025-11-04T21:56Z 4999 followers, XXX engagements "$WES Q3 2025 earnings: Record EBITDA and Aris Closing Set a Strong Foundation. Western Midstream delivered a very solid quarter. The main story is their ability to generate record profits through strong cost control even as volume growth was mixed. This shows good operational management. The company also officially closed its large acquisition of Aris Water Solutions making WES a major player in the critical business of managing water for oil and gas producers. To top it off they raised their full-year financial outlook signaling confidence for the remainder of the year. 🐂 Bulls will love" [X Link](https://x.com/Finsee_main/status/1985831072253256002) 2025-11-04T22:06Z 5003 followers, XXX engagements "$GPOR Q3 2025 earnings: Inventory Expansion and Proactive Spending Overshadow a Solid Quarter. Gulfport delivered a strong quarter with production and cash flow beating expectations. However the main story is a massive low-cost expansion of its drilling inventory which significantly extends the company's future development runway. This is paired with a clear commitment to shareholder returns and a proactive decision to spend more capital now to de-risk production in early 2026. 🐂 : The company added years of high-quality drilling inventory at minimal cost by expanding its Marcellus footprint" [X Link](https://x.com/Finsee_main/status/1985832763996373469) 2025-11-04T22:13Z 5002 followers, XXX engagements "$OI Q3 2025 earnings: Cost cutting drives a major earnings beat and guidance raise. O-I Glass delivered a strong quarter driven by impressive cost control. Their "Fit to Win" program is working much better than planned leading to significantly higher profits even though sales volumes are a bit soft. Because of this strong execution they substantially increased their profit forecast for the full year. The story is simple: they are becoming a much more efficient and profitable company. 🐂 : The "Fit to Win" cost-saving program is the star of the show delivering $XXX million in benefits so far" [X Link](https://x.com/Finsee_main/status/1985834560433553612) 2025-11-04T22:20Z 5018 followers, XXX engagements "$KGS Q3 2025 earnings: Solid Ops and Shareholder Returns Overshadowed by One-Off Charges. Kodiak delivered a strong quarter for its core business with record revenue and margins in its Contract Services segment. Fleet utilization continued to climb showing healthy demand. This operational strength translated into a higher forecast for full-year cash flow and a significant X% dividend increase. However the headline number was a net loss caused by one-time charges related to selling their Mexico business and a large sales tax settlement. 🐂 Bulls will celebrate the X% sequential dividend hike" [X Link](https://x.com/Finsee_main/status/1985836606977175831) 2025-11-04T22:28Z 5000 followers, XXX engagements "$WTRG Q3 2025 earnings: Merger with American Water Steals the Spotlight from Solid Operating Results. Essential Utilities reported a strong quarter beating last year's earnings per share and making significant progress on its data center strategy. However the operational results were completely overshadowed by the massive announcement of an all-stock merger with American Water Works. This deal if approved will create a dominant U.S. water utility. All focus now shifts to merger execution and regulatory approvals. 🐂 : The merger with American Water is a game-changer creating an industry" [X Link](https://x.com/Finsee_main/status/1985847958424994090) 2025-11-04T23:13Z 5010 followers, XXX engagements "$TRGP Q3 2025 earnings: A strong operational beat and a major boost to shareholder returns. Targa delivered an impressive quarter with record volumes across its key segments leading to a significant earnings beat. The company raised its full-year guidance and most notably announced plans for a substantial XX% dividend increase in 2026 signaling strong confidence in future cash flow. 🐂 : The results show powerful momentum. Record Permian NGL transportation and fractionation volumes drove a XX% sequential increase in adjusted EBITDA. The company raised its 2025 EBITDA forecast to the high end" [X Link](https://x.com/Finsee_main/status/1986032313629618668) 2025-11-05T11:26Z 5007 followers, XXX engagements "$ZBH Q3 2025 earnings: U.S. business accelerates as planned but new international weakness tempers the outlook. The quarter showed that the company's core strategy is working. Strong execution in the U.S. driven by new products delivered an impressive performance and a clear acceleration from the first half of the year. However this strength was partially offset by unexpected weakness in some international markets which emerged late in the quarter and led management to trim the top end of their organic growth forecast for the full year. 🐂 : The U.S. business is firing on all cylinders" [X Link](https://x.com/Finsee_main/status/1986035520955162833) 2025-11-05T11:39Z 5005 followers, XXX engagements "$PSN Q3 2025 earnings: Core Business Shines Amidst Federal Headwinds and Trimmed Revenue Guidance. Parsons delivered a mixed quarter. The core business excluding a major expiring government contract continues to grow at a healthy pace. The Critical Infrastructure segment was the clear highlight with impressive revenue growth and a significant jump in profitability. However the wind-down of the large confidential contract heavily impacted the Federal Solutions segment. This led to a decline in reported overall revenue and a notable miss on the aggressive second-half growth targets management" [X Link](https://x.com/Finsee_main/status/1986036221831692702) 2025-11-05T11:41Z 5019 followers, XXX engagements "$SRAD Q3 2025 earnings: Strong beat and raise quarter highlighted by record margins and a uniquely structured highly accretive acquisition. Sportradar delivered another quarter of strong execution with revenue growth of XX% and an impressive XX% growth in Adjusted EBITDA. The company demonstrated significant operating leverage with Adjusted EBITDA margins expanding over XXX basis points to a record 29%. This operational strength combined with the closing of the highly favorable IMG ARENA acquisition led management to raise its full-year 2025 guidance for both revenue and profitability. While" [X Link](https://x.com/Finsee_main/status/1986048245395570929) 2025-11-05T12:29Z 5002 followers, XXX engagements "$SABR Q3 2025 earnings: A steady quarter of execution after last quarter's guidance reset but the full-year cash flow outlook is a concern. Sabre delivered results that were largely in line with the lowered expectations set last quarter. The company successfully executed on its top priority of reducing debt and saw a welcome return to positive growth in air bookings driven by new customer wins. Adjusted EBITDA and margins improved nicely. However the company missed its free cash flow target for the quarter and significantly cut its full-year free cash flow forecast raising questions about" [X Link](https://x.com/Finsee_main/status/1986053036750286851) 2025-11-05T12:48Z 5018 followers, XXX engagements "$SMG Q4 2025 earnings: Margin Expansion and Deleveraging Delivered Guidance Points to a Steady Grind Higher. The company successfully finished its fiscal year by delivering on its key promises. The main story is the significant improvement in profitability driven by cost-cutting and efficiencies. This led to better-than-expected earnings and strong cash flow which was used to pay down debt. While the core U.S. business shows healthy consumer demand in terms of units sold this isn't translating into strong sales dollar growth yet. The guidance for next year suggests more of the same: slow" [X Link](https://x.com/Finsee_main/status/1986056285578486263) 2025-11-05T13:01Z 5005 followers, XXX engagements "$PAA Q3 2025 earnings: A major strategic pivot to a pure-play crude provider with the acquisition of EPIC. The company delivered a solid if uneventful quarter operationally. The main story is the significant strategic progress. Plains is acquiring XXX% of the EPIC crude pipeline a major move that solidifies its Permian position and simplifies its corporate structure. This acquisition combined with the pending sale of the Canadian NGL business transforms PAA into a more focused easier-to-understand crude oil midstream company. Guidance was slightly tightened upwards reflecting stability and" [X Link](https://x.com/Finsee_main/status/1986072770673827877) 2025-11-05T14:07Z 5007 followers, XXX engagements "$MCK Q2 2026 earnings: Strong execution drives beat and raise oncology segment shines. McKesson delivered a very strong second quarter with impressive growth in both revenue and earnings. The results show continued momentum from the first quarter. The company raised its full-year profit forecast for the second time this year signaling strong confidence in its business outlook. The core pharmaceutical distribution business remains solid but the star of the quarter was the Oncology & Multispecialty segment which grew profits dramatically aided by recent acquisitions. Strong cash generation" [X Link](https://x.com/Finsee_main/status/1986181996226433486) 2025-11-05T21:21Z 5005 followers, XXX engagements "$KVYO Q3 2025 earnings: A solid quarter overshadowed by a decelerating Q4 outlook. Klaviyo delivered strong results beating its own revenue and profitability forecasts for the third quarter. The company continues to successfully move upmarket and expand internationally. The big strategic news is the official launch of their new customer service product suite. However this good news is tempered by guidance for the fourth quarter that points to a significant slowdown in growth. 🐂 : The company continues to execute well. Revenue growth of XX% beat their guidance and they raised the full-year" [X Link](https://x.com/Finsee_main/status/1986182690148917364) 2025-11-05T21:23Z 5007 followers, 1088 engagements "$AMCR Q1 2026 earnings: Synergies deliver a solid quarter despite persistent volume weakness. The first full quarter with the newly acquired Berry business shows the strategy is working. Earnings per share (EPS) came in strong beating the midpoint of their guidance driven by excellent progress on cost savings (synergies) from the merger. However the underlying business demand remains weak with volumes declining at a similar pace to the previous quarter. The company maintained its full-year forecast signaling confidence that the self-help from the integration will be enough to deliver strong" [X Link](https://x.com/Finsee_main/status/1986191627723985004) 2025-11-05T21:59Z 5006 followers, XXX engagements "$ACAD Q3 2025 earnings: NUPLAZID re-accelerates and guidance is raised ahead of key pipeline data. Acadia delivered a strong quarter beating internal expectations. The main story is the impressive performance of NUPLAZID which saw record sales and accelerating growth validating the company's marketing strategy. DAYBUE also grew but at a more moderate pace. The company raised its full-year sales guidance now expecting to cross the $X billion mark. Financial health is excellent with the cash balance growing to $XXX million. All eyes now turn to the imminent Phase X data for ACP-101 which" [X Link](https://x.com/Finsee_main/status/1986194202649088284) 2025-11-05T22:09Z 5018 followers, XXX engagements "$ADMA Q3 2025 earnings: Guidance Raised as Key Operational Milestones Are Achieved but Near-Term Headwinds Temper Results. ADMA delivered a complex quarter. The company achieved critical long-term goals like getting FDA approval for its first high-yield product batches which should significantly boost future profitability. They also raised future revenue and profit forecasts. However current results were mixed with slower revenue growth and a one-time sale of raw material at a loss that clouded the picture. The long-term story has improved but the short-term numbers require more explanation." [X Link](https://x.com/Finsee_main/status/1986194269242102059) 2025-11-05T22:09Z 4999 followers, XXX engagements "$APA Q3 2025 earnings: Execution momentum continues with strong production and accelerated cost savings. APA delivered a very strong quarter building on the progress from last period. The company produced more oil and gas than expected in all of its regions while spending less capital. A major highlight is the acceleration of its cost-cutting plan. APA now expects to hit its long-term savings goal two full years ahead of schedule and has already set a new higher target for 2026. The company also continued to strengthen its financial position by paying down a significant amount of debt. 🐂 :" [X Link](https://x.com/Finsee_main/status/1986198380465266787) 2025-11-05T22:26Z 5005 followers, XXX engagements "$WTS Q3 2025 earnings: Americas Strength and Pricing Power Fuel Beat and Raise; Europe Remains a Drag. Watts delivered a very strong third quarter comfortably beating its prior guidance on both revenue and margins. The results show excellent execution particularly in the Americas where the company successfully used price increases to offset tariff costs and drive growth. This strength more than made up for the continued albeit moderating weakness in Europe. The company also raised its full-year outlook significantly for both sales and profitability and announced the strategic acquisition of" [X Link](https://x.com/Finsee_main/status/1986202117271421373) 2025-11-05T22:41Z 4998 followers, XXX engagements "$ACHC Q3 2025 earnings: Guidance cut and COO departs amidst persistent pressures company pivots to free cash flow. Acadia's third quarter results were challenging. The company missed revenue and earnings expectations leading to a significant reduction in its full-year guidance. Problems from the previous quarter like weak Medicaid volumes have continued and are now joined by new issues including rising bad debt payment denials and general rate pressure. In response management is taking clear action by sharply cutting planned 2026 capital spending to improve cash flow. However the unexpected" [X Link](https://x.com/Finsee_main/status/1986212212197757000) 2025-11-05T23:21Z 5005 followers, XXX engagements "$RAMP Q2 2026 earnings: A solid beat and encouraging ARR acceleration are clouded by slowing core subscription growth. The company delivered results that were better than their own forecast for the second quarter. The key positive signal is the acceleration in Annualized Recurring Revenue (ARR) which suggests future subscription growth could improve. However current subscription revenue growth slowed down considerably which is a concern. Management slightly raised the low end of their full-year revenue outlook but kept the profit forecast the same indicating they are either being cautious or" [X Link](https://x.com/Finsee_main/status/1986213278268207130) 2025-11-05T23:25Z 5014 followers, XXX engagements "$EQX Q3 2025 earnings: Record Quarter Shows Transformation Taking Hold. Equinox delivered a stellar third quarter posting record production and revenue. The results were driven by a full quarter's contribution from the newly acquired Calibre assets and more importantly significant operational progress at the cornerstone Greenstone mine. The commissioning of the second cornerstone asset Valentine is also running ahead of schedule. Costs are trending down and cash flow is surging confirming the company's transformation and putting it on a clear path to strengthening its balance sheet. 🐂 : The" [X Link](https://x.com/Finsee_main/status/1986216963962441880) 2025-11-05T23:40Z 4999 followers, 1520 engagements "$ACVA Q3 2025 earnings: A Strong Quarter Overwhelmed by a Weak Outlook ACV delivered a solid third quarter beating expectations on profitability and growing faster than the market. However the company significantly lowered its guidance for the fourth quarter and the full year citing a rapidly worsening used car market. A large one-time loss from a customer bankruptcy also raises new questions about credit risk in their financing business. 🐂 Bulls will focus on the strong Q3 execution. The company achieved record revenue and unit volume growing units by XX% while the overall market was flat." [X Link](https://x.com/Finsee_main/status/1986217491840831619) 2025-11-05T23:42Z 4999 followers, 1047 engagements "$AMPL Q3 2025 earnings: Platform execution continues but guidance implies a slowdown. The company delivered a solid quarter beating its own revenue and profitability forecasts. The core strategy of selling a unified platform to large enterprises is clearly working as shown by strong growth in future revenue commitments (RPO). However the forecast for the next quarter suggests that the impressive growth rate seen in Q3 will slow down. 🐂 Bulls will focus on the strong execution. Revenue grew XX% year-over-year beating guidance. Annual Recurring Revenue (ARR) growth held steady at 16%. Most" [X Link](https://x.com/Finsee_main/status/1986218655278112845) 2025-11-05T23:46Z 5008 followers, XXX engagements "$CNQ Q3 2025 earnings: Record production and a major strategic move overshadow a large non-cash charge. Canadian Natural delivered a powerful quarter operationally setting new records for total liquids and natural gas production. The performance was driven by both recent acquisitions and strong organic growth particularly from their world-class Oil Sands Mining assets which ran at an impressive XXX% utilization with very low operating costs. They returned a substantial $XXX billion to shareholders. Subsequent to the quarter the company closed the strategic AOSP asset swap with Shell gaining" [X Link](https://x.com/Finsee_main/status/1986399344770085052) 2025-11-06T11:44Z 5014 followers, XXX engagements "$YOU Q3 2025 earnings: A solid beat and guidance raise overshadowed by slowing member growth. The company delivered better-than-expected revenue and bookings for the quarter. More importantly they raised their full-year free cash flow guidance showing confidence in their profitability. However growth in their core CLEAR+ membership slowed significantly and a key retention metric continued to weaken. This creates a mixed picture of strong financial discipline but softening underlying growth. 🐂 Bulls will focus on the strong financial execution. The company beat its own guidance for both" [X Link](https://x.com/Finsee_main/status/1986401971733983634) 2025-11-06T11:55Z 5018 followers, XXX engagements "$PLNT Q3 2025 earnings: Guidance Raised and Buybacks Signal Confidence Amid Steady Growth Planet Fitness reported a solid third quarter beating internal expectations and raising its full-year outlook for revenue same-club sales and profit. The company demonstrated strong financial discipline by repurchasing approximately $XXX million of its shares. A new agreement to centralize marketing funds starting in 2026 points to a refined long-term growth strategy. While sales growth slowed from the prior quarter it remains healthy and the significant boost to profit guidance is a major positive. 🐂 " [X Link](https://x.com/Finsee_main/status/1986404789782040699) 2025-11-06T12:06Z 5000 followers, XXX engagements "$WRBY Q3 2025 earnings: Profitability Shines but Revenue Miss and Guidance Cut Raise Concerns Warby Parker reported mixed results. The company demonstrated excellent operational control beating profitability guidance and delivering positive GAAP net income. Customer growth also accelerated. However they missed their own revenue target for the quarter and lowered their full-year revenue forecast which implies a weak outlook for the holiday season. 🐂 rests on impressive profitability. The company beat the high end of its adjusted EBITDA guidance by a healthy margin and expanded margins by 260" [X Link](https://x.com/Finsee_main/status/1986405615468450189) 2025-11-06T12:09Z 5015 followers, XXX engagements "$SN Q3 2025 earnings: Another quarter of impressive growth and a solid guidance raise signals strong momentum into year-end. SharkNinja continues to fire on all cylinders delivering a strong beat-and-raise quarter. Revenue growth was robust at over XX% driven by exceptional performance in international markets and the rapidly expanding Beauty and Home Environment category. Profitability was also a highlight with significant expansion in operating and net income. Management's decision to raise full-year guidance for the second time this year underscores their confidence in the business's" [X Link](https://x.com/Finsee_main/status/1986413801462272499) 2025-11-06T12:42Z 5018 followers, XXX engagements "$HAE Q2 2026 earnings: Core Business Strength Drives Guidance Raise Despite Ongoing Interventional Weakness. Haemonetics reported a strong second quarter with results beating expectations on key metrics. The company raised its full-year guidance for revenue earnings per share and free cash flow. This positive update is driven by excellent performance in its Plasma and Blood Management businesses. However the Interventional Technologies division continues to struggle leading to a guidance cut for the Hospital segment. Overall the strength in the core business is more than making up for the" [X Link](https://x.com/Finsee_main/status/1986415294424678780) 2025-11-06T12:48Z 5000 followers, XXX engagements "$XRAY Q3 2025 earnings: - Dentsply Sirona reported a very challenging quarter missing internal expectations with a significant decline in sales and earnings. The company cut its full-year guidance and announced the abrupt departure of its new CFO. In response the CEO has launched a "Return-to-Growth" plan and hired new executives to lead the commercial and transformation efforts. The core issue is a severe and accelerating sales collapse in the United States. 🐂 : The new CEO is taking decisive action by launching a formal turnaround plan and shaking up the leadership team. This signals" [X Link](https://x.com/Finsee_main/status/1986430523498016992) 2025-11-06T13:48Z 5005 followers, XXX engagements "$PX Q3 2025 earnings: Fundraising guidance raised significantly but a surprise dividend cut creates uncertainty. P10 reported a mixed quarter. Operationally the company is performing very well raising its full-year organic fundraising target by 25%. However this positive news was overshadowed by a surprise XX% cut to the quarterly dividend raising questions about capital allocation and cash flow. 🐂 Bulls will focus on the excellent fundraising momentum. The company has already surpassed its original full-year target of $X billion and now expects to raise close to $X billion. Fee-Paying AUM" [X Link](https://x.com/Finsee_main/status/1986435728574709973) 2025-11-06T14:09Z 5007 followers, XXX engagements "$CRON Q3 2025 earnings: Israel Strength Drives Record Profitability Despite Canadian Headwinds Cronos Group reported a record quarter for revenue gross profit and adjusted EBITDA. The results were powered by exceptional growth in its high-margin Israeli medical cannabis business. This strong international performance successfully masked ongoing weakness in Canada where flower supply issues continued to hamper sales. The company's massive cash position of $XXX million with no debt remains a core strength providing significant stability and strategic flexibility. The key development this" [X Link](https://x.com/Finsee_main/status/1986436293820076251) 2025-11-06T14:11Z 5004 followers, XXX engagements "$DNUT Q3 2025 earnings: Turnaround shows early signs of life but the road ahead is long. The third quarter shows clear progress on Krispy Kreme's turnaround plan. Management is successfully cutting costs and improving profitability after exiting the failed McDonald's partnership. The dramatic jump in adjusted EBITDA and the return to positive free cash flow are significant victories. However this was heavily aided by a one-time insurance payment and underlying U.S. sales remain weak showing that the consumer environment is still challenging. 🐂 Bulls will celebrate the strong execution on" [X Link](https://x.com/Finsee_main/status/1986449309936554162) 2025-11-06T15:03Z 4997 followers, XXX engagements "$AKAM Q3 2025 earnings: Akamai reported strong third-quarter results beating expectations for both revenue and profit. The core growth story its Cloud Infrastructure Services (CIS) showed impressive acceleration confirming the company's strategy is taking hold. A significant positive surprise was the company's profitability which improved despite prior warnings of increased spending. The legacy Delivery business continued to stabilize. While overall guidance for the year was raised the forecast for the final quarter suggests a slowdown in margins and earnings per share. 🐂 rests on the" [X Link](https://x.com/Finsee_main/status/1986541746596290783) 2025-11-06T21:10Z 5005 followers, 1035 engagements "$ONTO Q3 2025 earnings: Navigating the Trough Strong Rebound Confirmed by Guidance Onto Innovation delivered solid Q3 results that met its prior forecast successfully navigating the expected "low watermark" for the year. More importantly the company's strong Q4 guidance confirms the sharp rebound story management laid out last quarter. New product qualifications in critical AI-related markets further strengthen the outlook. 🐂 likes that management's credibility is enhanced. They predicted a Q3 trough and a Q4 rebound and the results and guidance have validated that narrative perfectly. The" [X Link](https://x.com/Finsee_main/status/1986542467533975631) 2025-11-06T21:13Z 5017 followers, XXX engagements "$LMAT Q3 2025 earnings: Strong adjusted profits and a bottom-line guidance raise overshadow a slight trim to the annual sales forecast. LeMaitre posted a solid quarter with results beating expectations across the board. The numbers were boosted by a one-time tax credit but even after adjusting for this profitability was very strong. The international launch of their Artegraft product continues to accelerate and is a major growth driver. While the company slightly lowered the high end of its full-year sales guidance it significantly raised its forecast for margins and earnings per share" [X Link](https://x.com/Finsee_main/status/1986542914584125771) 2025-11-06T21:15Z 5000 followers, XXX engagements "$DOCS Q2 2026 earnings: - - . Doximity reported an excellent second quarter significantly beating its own forecasts for revenue and profitability. The company saw its revenue growth speed up meaningfully compared to the last quarter. It also raised its financial outlook for the full year signaling strong business momentum and easing prior concerns about a slowdown. 🐂 : Bulls will focus on the impressive re-acceleration in year-over-year revenue growth to XX% a big jump from XX% in the prior quarter. This performance combined with a nearly XX% adjusted EBITDA margin and a significant raise" [X Link](https://x.com/Finsee_main/status/1986545286190092684) 2025-11-06T21:24Z 5002 followers, XXX engagements "$STEP Q2 2026 earnings: Performance Fees Surge Driving a Strong Profit Beat but Core Earnings Margin Narrows. A mixed but overall positive quarter for StepStone. The firm capitalized on an improved market for deal exits leading to performance fees that were much stronger than in previous quarters. This drove a significant beat on adjusted net income. Fundraising and asset growth remained solid. However the core recurring fee-related earnings (FRE) were slightly weaker than last quarter and the profit margin on those fees tightened. 🐂 Bulls will focus on the massive jump in" [X Link](https://x.com/Finsee_main/status/1986546865001681181) 2025-11-06T21:30Z 5002 followers, XXX engagements "$CARG Q3 2025 earnings: Core Marketplace Accelerates as Wholesale Shutdown Nears Completion The company delivered strong Q3 results beating the midpoint of its guidance for the core Marketplace business. Growth was driven by solid execution in both the U.S. and international segments with continued dealer additions and rising spend per dealer. The wind-down of the CarOffer wholesale business is progressing as planned removing a major source of volatility and financial drag. Management demonstrated significant confidence by accelerating its share repurchase program. 🐂 points to a focused" [X Link](https://x.com/Finsee_main/status/1986552364938268958) 2025-11-06T21:52Z 5002 followers, XXX engagements "$CIVI Q3 2025 earnings: Strong operational quarter overshadowed by major merger announcement. Civitas delivered results that beat expectations on production and costs while executing on its promised share buyback program. However the simultaneous announcement of a merger with SM Energy and the cancellation of guidance and the earnings call will be the market's primary focus. 🐂 Bulls will focus on the excellent standalone results this quarter. Production grew strongly while costs came down leading to a significant increase in free cash flow. Management also followed through decisively on its" [X Link](https://x.com/Finsee_main/status/1986559577312096631) 2025-11-06T22:21Z 5000 followers, XXX engagements "$DIOD Q3 2025 earnings: Revenue growth continues but margins remain the weak spot. Diodes reported another quarter of solid revenue growth meeting its guidance with a XX% year-over-year increase. However the persistent issue of weak gross margins not only continued but worsened coming in below the company's forecast. Strong performance in the lower-margin computing segment driven by AI demand is overshadowing a slower-than-expected recovery in the more profitable automotive and industrial markets. While cash flow was very strong the outlook points to a sequential revenue dip and only a slight" [X Link](https://x.com/Finsee_main/status/1986561476342259892) 2025-11-06T22:28Z 4999 followers, XXX engagements "$CERT Q3 2025 earnings: Software and Profitability Shine but Services Bookings Flash a Warning Sign. Certara delivered a mixed quarter. Revenue growth was solid and the company showed strong cost control leading to an increase in full-year profitability guidance. However a sharp slowdown in total bookings driven by a significant decline in the services segment raises serious concerns about future revenue growth. 🐂 rests on strong software performance and impressive profitability. Software revenue grew XX% (6% organically) and the company successfully launched its new AI-enabled product" [X Link](https://x.com/Finsee_main/status/1986563898854760455) 2025-11-06T22:38Z 4998 followers, XXX engagements "$EXPI Q3 2025 earnings: Return to Profitability Amidst Lower Agent Count eXp reported a solid quarter successfully swinging back to profitability and growing revenue. This was driven by higher productivity from its existing agents who closed more deals at higher prices. However the total number of agents on the platform declined compared to last year which remains a key concern for its growth model. The company's cash position improved and it continued to return capital to shareholders. 🐂 Bulls will celebrate the return to profitability with net income of $XXX million compared to a loss of" [X Link](https://x.com/Finsee_main/status/1986572129144578061) 2025-11-06T23:11Z 5002 followers, XXX engagements "$PAR Q3 2025 earnings: Sequential ARR Growth Rebounds Reaffirming Mid-Teens Trajectory. PAR delivered a solid quarter of execution showing renewed momentum after last quarter's guidance reduction. The key positive was the significant acceleration in sequential ARR growth which helps validate management's strategy of focusing on larger deals. The company also reached a major milestone by generating positive operating cash flow. 🐂 likes the strong sequential ARR addition of $XXXX million a sharp rebound from last quarter. This suggests the growth slowdown may have bottomed out. Bulls will" [X Link](https://x.com/Finsee_main/status/1986572201659613294) 2025-11-06T23:11Z 5010 followers, 1053 engagements "$QNST Q1 2026 earnings: Beat and Lower Guide Obscures Underlying Trends; New Buyback Adds Support QuinStreet reported results that beat its prior guidance for the first quarter but provided a weaker-than-expected forecast for the upcoming second quarter. Despite the near-term caution management reiterated its full-year growth targets implying a significant acceleration in the second half of the year. The company also announced a new $XX million share repurchase program signaling confidence in its long-term outlook and financial strength. 🐂 rests on the company beating its Q1 targets" [X Link](https://x.com/Finsee_main/status/1986576495066673281) 2025-11-06T23:28Z 4999 followers, XXX engagements "$FLR Q3 2025 earnings: Guidance Raised Amidst Legacy Legal Charges and NuScale Progress Fluor reported a complex quarter. Operationally the company performed well leading to raised full-year guidance for profit and cash flow. However a massive $XXX million legal charge on a past project resulted in a significant GAAP loss. The plan to sell the entire NuScale investment is moving faster than expected promising a large return of capital to shareholders. 🐂 Bulls will focus on the strong operational execution. The company raised its guidance for adjusted EBITDA adjusted EPS and operating cash" [X Link](https://x.com/Finsee_main/status/1986770488392110216) 2025-11-07T12:19Z 5003 followers, XXX engagements "$SLVM Q3 2025 earnings: A Solid Quarter Overshadowed by a Weaker Outlook Sylvamo delivered a strong third quarter meeting its earnings guidance thanks to improved operations and the absence of major maintenance work. The company returned a significant amount of cash to shareholders through dividends and buybacks. However persistent weakness in Europe and a softer forecast for the fourth quarter raise concerns about near-term performance. 🐂 Bulls will focus on the strong operational execution. Adjusted EBITDA nearly doubled from the last quarter landing squarely within the guided range. The" [X Link](https://x.com/Finsee_main/status/1986777067367616580) 2025-11-07T12:45Z 5003 followers, XXX engagements "$TDS Q3 2025 earnings: Transformation in motion as fiber build accelerates and buybacks begin. This is the first look at the "new" TDS now a more focused fiber and tower company after selling its wireless business. The results show strong progress on its strategic goals. The fiber buildout which is the company's main growth engine accelerated significantly. The company also started returning cash to shareholders through buybacks and announced a large new program. However the financial statements are complex right now due to the massive changes making it a bit difficult to see the underlying" [X Link](https://x.com/Finsee_main/status/1986785642437574760) 2025-11-07T13:19Z 4998 followers, XXX engagements "$ERO Q3 2025 earnings and call: Operational records and a surprise high-margin cash source from stockpiles signal a strong second half though growth asset costs rise. Ero Copper delivered a strong operational quarter setting a new consolidated copper production record driven by the continued ramp-up at Tucum and consistent performance at Caraba. The company also unveiled a significant new value driver: the sale of high-grade gold concentrates stockpiled at Xavantina over the past decade. This initiative is expected to provide a substantial low-cost cash infusion over the next 12-18 months" [X Link](https://x.com/Finsee_main/status/1987109611237789771) 2025-11-08T10:47Z 5000 followers, XXX engagements "$EXOD Q3 2025 earnings: Exodus reported a strong quarter for revenue and transaction volume showing significant acceleration from Q2. The company also made a strategic acquisition in the stablecoin payments space executing on a key theme from the last quarter. However the impressive headline profit was entirely due to gains on the company's crypto holdings masking an underlying operating loss. A year-over-year decline in monthly active users is also a notable concern. 🐂 Bulls will focus on the accelerating growth in revenue (+51% YoY) and swap volume (+82% YoY). The acquisition of" [X Link](https://x.com/Finsee_main/status/1987887964953747600) 2025-11-10T14:19Z 5005 followers, XXX engagements "$ADCT Q3 2025 earnings: Sales dip and timelines shift but fresh cash extends the runway. ADC Therapeutics reported a challenging quarter for its commercial product ZYNLONTA with sales declining notably. This miss is compounded by a delay in the timeline for a key clinical trial LOTIS-5. However the company successfully raised additional capital further strengthening its balance sheet and securing its operational runway into 2028. Positive clinical data in another cancer type follicular lymphoma provides a bright spot. 🐂 Bulls will emphasize the company's financial stability. A new $60" [X Link](https://x.com/Finsee_main/status/1987888919786987651) 2025-11-10T14:23Z 5005 followers, XXX engagements "$MPAA Q2 2026 earnings: Strong cash flow and debt reduction drive progress despite a reported net loss. The company delivered solid top-line growth and exceptional cash generation. This allowed for significant debt reduction and continued share buybacks. However gross margins compressed slightly year-over-year and the company still posted a small net loss partly due to a high tax expense. 🐂 Bulls will focus on the impressive operational execution. The company generated $XXXX million in cash from operations allowing it to reduce net bank debt by a substantial $XXXX million this quarter" [X Link](https://x.com/Finsee_main/status/1987889221906931933) 2025-11-10T14:24Z 5003 followers, XXX engagements "$GETY Q3 2025 earnings: A sharp reversal in segment performance sees Creative rebound while key metrics soften. This was a transitional quarter for Getty. As guided top-line growth went flat against tough comparisons from last year. The big surprise was a strong rebound in the Creative segment reversing last quarter's main weakness. However this was offset by a decline in the Editorial segment and a noticeable deterioration in key subscriber metrics. The company also announced a delay in the Shutterstock merger pushing the expected close into 2026. 🐂 rests on the impressive turnaround in" [X Link](https://x.com/Finsee_main/status/1987998579202650270) 2025-11-10T21:39Z 5002 followers, XXX engagements "$GEVO Q3 2025 earnings: Operations Prove Viable but SAF Goals and Cash Burn Temper Enthusiasm Gevo delivered a second consecutive quarter of positive Adjusted EBITDA proving the value of its North Dakota and RNG operations. Strong progress continues on monetizing carbon and tax credits with a major multi-year carbon removal deal signed. However the company reported a net loss and saw a significant decrease in its cash balance. The focus for its large-scale jet fuel ambitions has shifted to a smaller more manageable project with a timeline stretching into mid-2026 for a final investment" [X Link](https://x.com/Finsee_main/status/1988002262774337563) 2025-11-10T21:54Z 4998 followers, XXX engagements "$BEEP Q3 2025 earnings: Guidance Cut on Persistent Headwinds Overshadows Balance Sheet Progress The quarter shows a company successfully executing on its long-term strategic financial plan but struggling with near-term operational realities. While the new ABS financing and progress on asset sales are significant positives for the balance sheet they are overshadowed by a substantial guidance cut driven by continued weakness in the high-margin transient parking business. The core issue remains that the "temporary" disruptions from last quarter are proving to be more severe and persistent than" [X Link](https://x.com/Finsee_main/status/1988010894454907078) 2025-11-10T22:28Z 5002 followers, XXX engagements "$DHX Q3 2025 earnings: DHI Group delivered a mixed quarter. The company showed excellent control over its expenses leading to much better-than-expected profitability and higher full-year profit guidance. However the core problem of declining sales continued. Bookings which indicate future revenue weakened across both the Dice and ClearanceJobs segments raising concerns about future growth. 🐂 Bulls will celebrate the impressive operational performance. Management's cost-cutting strategy is clearly working pushing the company's adjusted EBITDA margin to a strong 32%. Dice despite its" [X Link](https://x.com/Finsee_main/status/1988012106302845301) 2025-11-10T22:33Z 4998 followers, XXX engagements "$MDAI Q3 2025 earnings: Revenue Declines and Guidance Lowered but Cash Position Holds Steady. Spectral AI's third-quarter results show a company in a necessary holding pattern. While the key milestone of the FDA submission is complete the legacy revenue from the BARDA contract is declining faster than previously anticipated leading to a significant revenue miss and a reduction in full-year guidance. However the company has demonstrated strong cost control and financial discipline maintaining a flat cash position from the prior quarter and securing additional financing after the quarter's" [X Link](https://x.com/Finsee_main/status/1988363045660229735) 2025-11-11T21:47Z 5002 followers, XXX engagements
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@Finsee_main Finsee
Several companies have recently reported strong quarterly earnings, including General Dynamics, Garmin, AMD, and Equinox, driven by robust growth in various segments. Companies like Albemarle and ResMed have demonstrated strength in challenging markets, with Albemarle's cost management and productivity gains driving growth and ResMed's margin strength impressing despite growth deceleration. Notable mentions include IREN's transformational quarter with a landmark Microsoft deal and Natera's record growth and massive guidance raise.
Engagements: XXXXX #
- X Week XXXXXX +9.90%
- X Month XXXXXXX -XX%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXXXX +1%
Followers: XXXXX #
- X Week XXXXX +2%
- X Month XXXXX +19%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies #7160 countries XXXX% technology brands XXXX% fashion brands XXXX% gaming XXXX% currencies XXXX% travel destinations XXXX% exchanges XXXX%
Social topic influence strong 30.11%, core 11.13%, business 10.31%, flow 6.22%, cash flow #202, acquisition #665, $6753t #1523, momentum #710, the first 2.13%, ai XXXX%
Top accounts mentioned or mentioned by @reservadevalor @mrfeeny7 @tohjah7809 @uranium8881
Top assets mentioned Bitcoin (BTC) Kymera Therapeutics, Inc. Common Stock (KYMR) Data Lake (LAKE) Eroscoin (ERO) SM Energy Company (SM) YieldBasis (YB) Donaldson Company, Inc. (DCI) Canadian Imperial Bank of Commerce (CM) Kroger Co (KR) The Toronto-Dominion Bank (TD) BRP Inc. Common Subordinate Voting Shares (DOOO) Docusign Inc (DOCU) ServiceTitan, Inc. Class A Common Stock (TTAN) domo (DOMO) ChargePoint Holdings, Inc. (CHPT) Cooper Companies, Inc. (COO) Victoria's Secret & Co. (VSCO) AGIX (AGX) SolanaSail (SAIL) Core & Main, Inc. (CNM) Regal Rexnord, Corp. (RRX) Helion (HLN) TERADATA CORPORATION (TDC) Adient plc Ordinary Shares (ADNT) ACI Worldwide, Inc. (ACIW) Enlight Renewable Energy Ltd. Ordinary Shares (ENLT) XLink Bridged BTC (ABTC)
Top Social Posts
Top posts by engagements in the last XX hours
"$RRX earnings: Data Center Boom Drives Record Orders But Tariffs & Supply Issues Force Guidance Cut Regal Rexnord reported a mixed quarter. The bull case is overwhelmingly supported by massive company-altering order momentum in the data center space with $195M in new orders since July X and a pipeline now exceeding $X billion. This provides strong visibility for accelerating growth in 2026. The company also executed well on debt reduction eliminating all variable rate debt. However the bear case is fueled by a significant cut to the full-year adjusted EPS guidance. This was driven by tariff"
X Link 2025-10-29T22:00Z 5018 followers, XXX engagements
"$HLN earnings: Haleon: Solid Q3 Keeps Guidance on Track But North America Remains a Drag A solid Q3 performance driven by continued strength outside the US and standout results in Oral Health has allowed Haleon to reiterate its full-year guidance. However the North American business remains the key concern posting anemic growth with negative volumes indicating that the retailer inventory and consumer pressures highlighted last quarter are far from over. Bull Case: Organic growth of +3.4% was well-balanced between price (+1.8%) and volume/mix (+1.6%) a welcome return to volume growth after a"
X Link 2025-10-30T08:50Z 5019 followers, XXX engagements
"$TDC Q3 2025 earnings: Solid Execution Beat Masks Cloud ARR Slowdown This was a solid quarter of execution. Teradata beat expectations on revenue and delivered a significant beat on profitability leading to a raise in the full-year earnings forecast. Management successfully warned investors about a soft patch for cloud growth in Q3 which materialized as expected. The key takeaway is that cost controls are working very well and the legacy business is stabilizing. However the main growth engine the cloud business has hit a temporary air pocket. 🐂 : The company is demonstrating strong"
X Link 2025-11-04T22:19Z 5018 followers, XXX engagements
"$ADNT Q4 2025 earnings: A solid finish to the year meets guidance but Q4 margin pressure and a lack of future outlook create uncertainty. Adient successfully met its full-year financial targets for revenue and profit which is a positive sign of good execution. Free cash flow was also stronger than expected and the company continued to return cash to shareholders through buybacks. However the final quarter showed some weakness with profit margins shrinking compared to last year across all regions. The European business remains a particular point of concern. The lack of any financial guidance"
X Link 2025-11-05T12:23Z 5019 followers, XXX engagements
"$ACIW Q3 2025 earnings: Strong quarter with raised guidance and a key strategic win. -- . ACI Worldwide delivered a strong Q3 beating its own revenue and profit forecasts. The company showed healthy growth across its business segments and raised its financial outlook for the full year. A major milestone was signing the first client for Connetic its next-generation payments platform. This is a crucial proof point for their innovation strategy. The company also announced a large new $XXX million share buyback plan signaling strong confidence in its future. 🐂 : The company is executing"
X Link 2025-11-06T13:22Z 5019 followers, XXX engagements
"$ENLT Q3 2025 earnings: Another strong beat and guidance raise driven by U.S. execution. The company reported strong results beating expectations and raising its full-year guidance for the second consecutive quarter. This performance was driven by the U.S. portfolio where new projects are coming online and major financing milestones were achieved. The expansion into new European energy storage markets is also a significant positive development. 🐂 Bulls will focus on the repeated guidance raise which signals strong underlying momentum and management confidence. The successful $XXX billion"
X Link 2025-11-12T12:44Z 5017 followers, XXX engagements
"$ABTC Q3 2025 earnings: Strong Public Debut Driven by Aggressive Hashrate and Bitcoin Accumulation. This is American Bitcoin's first financial report as a public company. The results show extremely rapid growth. The company successfully scaled its mining operations more than doubled its revenue compared to last quarter and significantly increased its Bitcoin holdings. ABTC achieved profitability which is a strong start. The core strategy of combining low-cost mining with open-market Bitcoin purchases appears to be working effectively. 🐂 Bulls will focus on the impressive operational"
X Link 2025-11-14T12:06Z 5019 followers, XXX engagements
"$QFIN Q3 2025 earnings: 🔴 Missed guidance rising risk and a guidance cliff. 📉 () . While revenue remained stable sequentially the company faced significant headwinds from rising delinquencies and regulatory shifts. This forced a pivot back toward a capital-heavy model increasing balance sheet risk. Most concerning is the forward outlook: Q4 guidance implies a sharp sequential drop in profitability signaling that the current "macro challenges" will persist or worsen into year-end. 🐂 : The company continues to aggressively buy back stock purchasing approximately $XXX million"
X Link 2025-11-18T22:17Z 5018 followers, 1386 engagements
"$SNT Q3 2025 earnings: : Senstar Technologies reported a mixed third quarter marking a sharp reversal from the double-digit growth seen in the first half of the year. Total revenue declined slightly year-over-year despite management's claims of double-digit growth in core verticals like Corrections and Energy. Profitability dampened as Operating Expenses surged due to "exceptional" consulting costs. While the company maintains a pristine balance sheet with zero debt the sudden deceleration in top-line growth raises questions about the consistency of their turnaround story. 🐂 : Margins"
X Link 2025-11-25T21:59Z 5019 followers, XXX engagements
"$DBI Q3 2025 earnings: Profitability surges despite sales dip; guidance reinstated Designer Brands Inc. (DSW) reported a quarter defined by strict operational discipline. While top-line sales and comparable store traffic remain negative the rate of decline has slowed significantly compared to the first half of the year. Most importantly the company delivered substantial profit growth driven by a sharp expansion in gross margins and expense control. Management signaled that positive sales momentum has continued into the start of Q4 and reinstated full-year guidance which had been withdrawn in"
X Link 2025-12-09T13:19Z 5018 followers, XXX engagements
"$CLVT earnings: Execution Progress Continues but Segment Weakness and Margin Pressure Emerge Clarivates Q3 results show continued progress on its strategic plan highlighted by accelerating organic ACV growth a leading indicator of future revenue. The company is successfully shifting to a more predictable recurring revenue model and is using its strong cash flow to buy back shares and pay down debt. However this progress is tempered by new challenges including a notable contraction in profit margins and organic revenue declines in two of its three business segments. While revenue guidance was"
X Link 2025-10-29T10:21Z 5018 followers, XXX engagements
"$SHAK earnings: Marketing Pivot Delivers Strong Sales Beat But Inflation Bites Margins This was a strong quarter that validates the new managements strategic shift. The new paid media strategy delivered a significant top-line beat with revenue and same-store sales well ahead of guidance. This suggests a successful pivot to a more sustainable traffic-driven growth model. Bulls will cheer the sales acceleration and continued labor discipline. Bears will point to the accelerating food cost inflation which pressured restaurant margins sequentially. Overall the bull case appears more compelling as"
X Link 2025-10-30T13:02Z 5017 followers, XXX engagements
"$TDUP Q3 2025 earnings: Strong Beat and Raise Overshadowed by a Familiar Cautious Outlook ThredUp delivered a very strong quarter accelerating revenue growth significantly and beating its own guidance across the board. The company's strategy of using AI to attract new customers is clearly working leading to record new buyer acquisition. However just like last quarter the guidance for the upcoming fourth quarter points to a sharp slowdown in growth which will likely remain the key point of debate for investors. 🐂 Bulls will focus on the impressive execution in Q3. Revenue growth accelerated"
X Link 2025-11-03T21:34Z 5018 followers, XXX engagements
"$FLO Q3 2025 earnings: Acquisition Masks Core Weakness as Pricing Turns Negative Flowers Foods reported a challenging quarter where the benefit of the Simple Mills acquisition masked significant deterioration in the core business. While total sales grew this was entirely due to the acquisition; organic sales declined driven by an alarming shift to negative pricing and continued volume weakness. Profitability fell sharply due to these pressures. Guidance for the full year was narrowed with the earnings-per-share midpoint nudged slightly higher though this appears driven by non-operational"
X Link 2025-11-06T22:24Z 5017 followers, XXX engagements
"$FTHM Q3 2025 earnings: Strong growth and sustained profitability overshadowed by guidance withdrawal. Fathom delivered another quarter of strong top-line growth driven primarily by last year's acquisition of My Home Group. The company achieved its second consecutive quarter of positive Adjusted EBITDA a significant milestone. However profitability remains razor-thin and the company raised cash via a dilutive stock offering. The decision to again withhold future guidance creates significant uncertainty. 🐂 Bulls will focus on the impressive XX% year-over-year revenue growth and the fact that"
X Link 2025-11-11T21:58Z 5017 followers, XXX engagements
"$SLND Q3 2025 earnings: Core Business Strength Obscured by Legacy Issues and a Large Tax Charge Southland's results show a continued difficult transition. While the company claims its new core business is performing well the headline numbers were very poor. A massive net loss was driven by ongoing losses from old projects and a significant non-cash tax charge which raises concerns about future profitability. 🐂 Bulls will focus on the CEO's commentary that the core business remains strong. The Civil segment which represents the company's future was profitable with a XXXX% gross margin. The"
X Link 2025-11-12T21:50Z 5017 followers, XXX engagements
"$BTM Q3 2025 earnings: Strong Quarter Performance Over-Shadowed By Alarming Guidance Bitcoin Depot reported a very strong third quarter significantly beating its own guidance on both revenue and profitability. However this impressive performance was completely overshadowed by a surprisingly weak forecast for the fourth quarter signaling major challenges ahead from new regulations. 🐂Bull case: The company is performing exceptionally well right now. Q3 revenue grew XX% year-over-year and Adjusted EBITDA soared by 75%. They easily beat the guidance they set last quarter. The balance sheet is"
X Link 2025-11-13T13:30Z 5017 followers, XXX engagements
"$THCH Q3 2025 earnings: Turnaround in sales growth shadowed by margin collapse Tims China delivered a mixed quarter characterized by a significant top-line milestone overshadowed by deteriorating profitability metrics. For the first time in recent history the company achieved positive Same-Store Sales Growth (SSSG) for company-owned stores validating its pivot to a Coffee + Food strategy. However this growth came at a steep price: store-level margins nearly halved due to rising delivery and food costs and the company swung back to an Adjusted Corporate EBITDA loss after reaching profitability"
X Link 2025-12-09T12:21Z 5018 followers, XXX engagements
"$BRZE Q3 2026 earnings: Growth Accelerates to XXXX% but Gross Margins Take a Hit Braze is defying the broader software slowdown. Revenue growth accelerated for the second consecutive quarter hitting XXXX% YoY ($190.8M) driven by a XX% surge in large customers. Crucially the company has turned the corner on profitability delivering $5.1M in Non-GAAP Operating Income (vs. a $2.2M loss a year ago) and $17.8M in Free Cash Flow. However this growth comes with a cost: Gross Margins compressed to XXXX% as the revenue mix shifts toward lower-margin premium messaging channels like SMS and WhatsApp. 🐂"
X Link 2025-12-09T21:35Z 5018 followers, XXX engagements
"$JKHY earnings: Jack Henry: Solid FY25 Finish Tempered by Cautious FY26 Outlook Jack Henry delivered a strong end to fiscal 2025 beating its revised guidance on both revenue and EPS driven by excellent cost control and robust performance in its core recurring revenue streams. The balance sheet is pristine with zero debt and strong free cash flow. However the initial guidance for fiscal 2026 points to a clear deceleration. While management is signaling continued margin expansion the revenue and GAAP EPS growth outlook is muted. The company is now explicitly calling out headwinds from industry"
X Link 2025-08-19T21:21Z 5015 followers, XXX engagements
"$CALM earnings: Cal-Maine Foods: Record Quarter Driven by Specialty Eggs and Prepared Foods Expansion Cal-Maine delivered its strongest first quarter in history firing on all cylinders. The results showcase a successful strategic pivot with the newly acquired Echo Lake prepared foods business contributing significantly to revenue and validating the companys diversification strategy. This combined with continued strength in higher-margin specialty eggs and a favorable pricing environment for conventional eggs led to a powerful beat across the board. For the Bulls: The story is compelling. The"
X Link 2025-10-01T11:09Z 5018 followers, XXX engagements
"$BMI earnings: Badger Meter: Margin Guidance Raise Signals Confidence Overcoming Cautious Outlook Badger Meter reported a strong third quarter beating the cautious sequential guidance from last quarter with solid year-over-year growth. The standout positive was the company raising its long-term normalized gross margin guidance indicating strong confidence in its ability to manage costs and benefit from a favorable product mix. While management noted typical fourth-quarter seasonality the underlying trends and upgraded margin profile strengthen the bull case. What bulls will like: The company"
X Link 2025-10-21T12:44Z 5019 followers, 1047 engagements
"$SF earnings: Stifel Fires on All Cylinders Crushing Expectations with Record Results Stifel reported a stellar third quarter that significantly surpassed expectations driven by record net revenues and broad strength across both its Wealth Management and Institutional divisions. The results signal that the momentum management saw building at the end of Q2 has fully materialized positioning the firm for a strong year-end. For the Bulls: This was a blowout quarter. Record revenue of $1.43B the third-highest EPS in company history and a very strong XXXX% non-GAAP ROTCE. The Institutional Groups"
X Link 2025-10-22T11:36Z 5014 followers, XXX engagements
"$AEP earnings: Growth Story Accelerates Further Shifting Focus to Execution and Funding The bull case for AEP significantly strengthened this quarter. The company not only delivered on its promise to update its capital plan but exceeded expectations by raising it to $XX billion and increasing its long-term growth rate to 7-9%. This is all underpinned by another substantial increase in contracted load. The primary concern and what bears will focus on is the sheer scale of this growth. Financing a plan this large without excessive shareholder dilution or balance sheet strain is now the most"
X Link 2025-10-29T11:09Z 5018 followers, 1233 engagements
"$AVT earnings: Recovery Broadens as Americas Returns to Growth but Margin Pressure Persists This was a solid quarter for Avnet. The company beat revenue and EPS guidance driven by continued strength in Asia and an impressive acceleration at Farnell. The most significant positive development was the return to year-over-year growth in the Americas suggesting the cyclical recovery is broadening. Bulls will point to the top-line beat the Americas inflection strong Farnell results and continued aggressive share repurchases. The guidance for next quarter also suggests sequential growth in both"
X Link 2025-10-29T12:33Z 5019 followers, XXX engagements
"$HWM earnings: Howmet Aerospace Q3 2025: Growth Accelerates Guidance Raised Again This was another exceptional quarter for Howmet. The company significantly accelerated revenue growth expanded margins and generated very strong free cash flow. Management raised the full-year outlook across the board for the second consecutive quarter and provided an encouraging initial revenue forecast for 2026. The bull case is compelling. Broad-based demand in aerospace and industrial markets is driving double-digit growth and margins are expanding despite investments in new capacity. The company is"
X Link 2025-10-30T11:45Z 5015 followers, XXX engagements
"$NVT earnings: Data Center Growth Fuels Record Quarter and Higher Outlook This was an exceptionally strong quarter for nVent marking their first billion-dollar sales period. The company significantly beat its prior guidance on both revenue and earnings driven by accelerating momentum in its data center and power utility end markets. The bull case is compelling: organic growth is accelerating sharply the full-year outlook was raised again and record backlog provides strong visibility. The bear case is minor but present focusing on margin contraction year-over-year likely due to acquisition mix"
X Link 2025-10-31T10:48Z 5015 followers, XXX engagements
"$RVMD Q3 2025 earnings: Execution engine fires on all cylinders as clinical trials advance and costs mount. Revolution Medicines delivered a quarter of strong steady execution. The company is hitting its ambitious clinical milestones notably winding down enrollment for its key pancreatic cancer trial. However this progress comes at a significant cost with operating expenses and net loss increasing substantially. 🐂 is that the company is doing exactly what it promised. It is methodically de-risking its lead asset daraxonrasib by advancing multiple late-stage trials. Winding down enrollment"
X Link 2025-11-05T22:06Z 5014 followers, XXX engagements
"$PBH Q2 2026 earnings: Revenue Beat on Timing But Core Issues Persist A better-than-expected quarter driven by favorable timing of shipments and orders. The core problem the Clear Eyes supply disruption remains the central focus. Management reaffirmed its full-year revenue forecast but raised the low end of its earnings guidance helped by aggressive share buybacks. 🐂 Bulls will focus on the company beating its own cautious Q2 revenue guidance. Free cash flow remains robust up XX% year-to-date funding a significant increase in share repurchases ($75M in the quarter). This capital return"
X Link 2025-11-06T12:39Z 5018 followers, XXX engagements
"$THR Q2 2026 earnings: Strong recovery and guidance raise overshadow flat orders. Thermon delivered a very strong quarter recovering well from Q1 delays. Revenue growth and margin expansion were both impressive leading management to raise full-year guidance for profitability. The company is successfully managing tariff impacts and has secured its first order in the promising new data center market. The only weak spot was a slight decline in organic orders which is a key metric to watch going forward. 🐂 : Bulls will celebrate the excellent execution. Revenue grew XX% and Adjusted EBITDA"
X Link 2025-11-06T14:11Z 5019 followers, XXX engagements
"$DAO Q3 2025 earnings: Youdao the AI-focused education and marketing subsidiary of NetEase reported mixed third-quarter results. While total revenue returned to growth (+3.6% YoY) thanks to a surge in online advertising the company's profitability deteriorated significantly. Operating income plummeted nearly XX% year-over-year as the revenue mix shifted drastically toward lower-margin advertising services offsetting gains from their "AI-Native" initiatives. 🐂 : Online Marketing Services revenue surged .% driven by strong demand from NetEase games and overseas markets. : "Youdao"
X Link 2025-11-20T11:28Z 5015 followers, XXX engagements
"$THCH new info from the call: Operational Metrics & Consumer Behavior Food Sales Surge: Food revenues increased XXXX% year-over-year. Food revenue contribution reached a historical high of XXXX% (up 500bps year-over-year). Attach Rate: More than half of all orders now include food. Customer Traffic: Monthly average transacting customers reached XXXX million a XXXX% increase year-over-year. Digital Penetration: Digital orders hit an all-time high of XXXX% of total orders. Monthly Performance: July was the highest sales month of the year while the Bagel Festival in September drove double-digit"
X Link 2025-12-09T16:29Z 5018 followers, XXX engagements
"$KYMR earnings: Kymera Therapeutics: Strong Execution and New Partnership Extend Runway Sharpen Focus on STAT6 Kymera delivered a strong quarter of execution highlighted by positive Phase X data for its lead asset KT-621 (STAT6) that met or exceeded expectations. A new strategic partnership with Gilead and a recent equity raise have bolstered the balance sheet extending the cash runway into late 2028. This provides substantial funding through multiple key clinical readouts. The bull case is significantly strengthened by the clinical de-risking of STAT6 and external validation from the Gilead"
X Link 2025-08-11T11:15Z 5004 followers, XXX engagements
"$RLX earnings: International Expansion Drives Solid Growth But Margins Show Signs of Peaking. RLX delivered another strong quarter with revenue and profit growth handily beating last years performance. The companys focus on international markets is clearly paying off fueling a XX% YoY revenue increase. This performance is particularly impressive given the challenging regulatory environment and product transitions mentioned last quarter. For the Bulls: The top-line momentum is undeniable. A XX% YoY and X% QoQ revenue increase demonstrates strong execution. Non-GAAP operating profit grew by a"
X Link 2025-08-22T09:41Z 5009 followers, XXX engagements
"$ASO earnings: Academy Returns to Positive Comps Lifts Low-End of Guidance Academy delivered a solid quarter highlighted by a return to positive comparable sales for the first time since 2021. The performance was driven by strong eCommerce growth and successful strategic initiatives particularly the Nike and Jordan brand expansions. This positive momentum led management to raise the low end of their full-year guidance for sales and EPS signaling increased confidence. For the Bulls: The +0.2% comp is a significant inflection from last quarters -XXX% decline proving the companys strategy is"
X Link 2025-09-02T12:12Z 4999 followers, XXX engagements
"$LAKE earnings and call: Record Revenue and Strong Rebound Clouded by Guidance Cut Lakeland reported a mixed but operationally strong quarter. Bulls will point to record revenue a significant acceleration in organic growth (14%) and a massive sequential rebound in margins and Adj. EBITDA proving Q1s weakness was a temporary issue. The long-awaited $3.1M Jolly boot order was also successfully shipped. Bears will focus squarely on the disappointing cut to the full-year Adj. EBITDA guidance driven by persistent tariff-related weakness in the high-margin Latin America region. While the"
X Link 2025-09-09T21:32Z 5003 followers, 1188 engagements
"$RGP earnings: RGP (RGP): Cost Discipline Shines Through Revenue Fog But Top-Line Turnaround Remains Elusive. RGP delivered mixed first-quarter results that highlight a clear divergence between strong operational execution and persistent top-line weakness. The company successfully managed costs beating guidance on gross margin and SG&A which led to a significant improvement in net loss year-over-year. However revenue continues to decline at a double-digit rate in its core US segments signaling that the difficult macro environment is still a major headwind. What Bulls Will Like: RGP is proving"
X Link 2025-10-08T20:42Z 5002 followers, XXX engagements
"$NEOG earnings: Turnaround in Motion But Core Business Still Pressured Neogens first quarter under new CEO Mike Nassif was a mixed bag defined by decisive actions but continued underlying weakness. While the headline Net Income looks strong its artificially inflated by a one-time gain from a divestiture. The real story is in the adjusted numbers which show significant Y/Y declines in profitability and ongoing margin compression. For Bulls: The key positive is the reaffirmation of full-year guidance signaling managements confidence in a strong second-half recovery. The new CEO is moving"
X Link 2025-10-09T11:31Z 5002 followers, XXX engagements
"$HELE earnings: Helen of Troy (HELE): A Sobering Reset Under New Leadership A significant beat on heavily reduced Q2 expectations is overshadowed by a massive goodwill impairment a weak full-year outlook and a critical warning about a potential debt covenant breach. While new CEO Scott Uzzell brings a fresh perspective he inherits a business facing severe tariff pressures weakening consumer demand and now significant financial risk. The bull case hinges on a very strong second-half recovery that seems optimistic while the bear case is bolstered by fundamental deterioration and the new"
X Link 2025-10-09T11:38Z 5017 followers, 1023 engagements
"$ACI earnings: Albertsons: Solid Execution and a Massive Buyback Signal Confidence Albertsons delivered a solid quarter meeting its decelerated Q2 sales expectations while raising its full-year guidance for both sales and EPS. The results continue to be a story of strategic trade-offs: impressive growth in lower-margin digital and pharmacy channels is funding investments and driving traffic but continues to pressure gross margins. The standout news is the aggressive capital return via a $750M accelerated share repurchase a clear signal of managements confidence in their strategy and the"
X Link 2025-10-14T11:39Z 5014 followers, XXX engagements
"$SNA earnings: Snap-on: Legal Gain Masks Flat Core Earnings Amid Segment Divergence Snap-on reported a solid headline quarter with sales growth returning and EPS beating last years figure. However a significant one-time legal settlement of $XXXX per share accounted for the entire earnings beat suggesting underlying profitability was flat year-over-year. Bulls will champion the powerful acceleration in the Repair Systems & Information (RS&I) segment which posted stellar XXX% organic growth and the stabilization in the Commercial & Industrial (C&I) segment after last quarters sharp decline."
X Link 2025-10-16T12:47Z 5005 followers, XXX engagements
"$CNS earnings: Cohen & Steers: Flow Inflection and Margin Expansion Signal a Turnaround Cohen & Steers delivered a strong quarter beating expectations on the bottom line and more importantly reversing last quarters net outflows. The return to positive flows (+233M vs. -$131M in Q2) was driven by continued strength in open-end funds validating managements commentary last quarter about a rebuilding pipeline. Impressively this top-line recovery was paired with excellent cost control leading to significant operating margin expansion. For Bulls: The flow inflection is the key headline supported by"
X Link 2025-10-17T06:55Z 5012 followers, XXX engagements
"$ALLY earnings: Ally Financial (ALLY): Margin and Credit Strength Pave the Way for Capital Return Questions Ally delivered a very strong quarter handily beating expectations on the back of impressive Net Interest Margin (NIM) expansion and continued credit quality improvement. The results show that the companys focused strategy is paying off with core franchises demonstrating significant momentum. Bulls will point to the XX bps sequential jump in NIM (ex-OID) to XXXX% the improved full-year guidance for charge-offs and a CET1 ratio that has now crossed the XX% mark. Bears may note the slight"
X Link 2025-10-17T11:34Z 5007 followers, 1328 engagements
"$DGX earnings: Quest Diagnostics: Firing on All Cylinders with Accelerating Organic Growth Quest delivered an impressive beat-and-raise quarter silencing concerns about relying solely on acquisitions for growth. The core story is the significant acceleration in organic revenue growth to XXX% well ahead of last quarters 5.2%. This combined with another increase in full-year guidance for revenue and adjusted EPS paints a picture of a company with strong underlying momentum. The massive raise in the cash flow forecast and a major new JV with Corewell Health provide both near-term confidence and"
X Link 2025-10-21T12:05Z 5005 followers, XXX engagements
"$PEGA earnings: Pega: Strong Cash Flow & Cloud Growth Mask Backlog Concerns Pegasystems (PEGA) reported a solid Q3 with strong Pega Cloud ACV growth and impressive cash flow generation continuing its aggressive share buyback program. However a significant deceleration in backlog growth raises questions about the forward-looking trajectory creating a mixed picture for investors. While the quarter demonstrated strong execution and profitability the sustainability of top-line momentum is now the key focus. Bull Case: Bulls will focus on the constant currency acceleration in Pega Cloud ACV growth"
X Link 2025-10-21T20:16Z 5019 followers, 1177 engagements
"$AVY earnings: Avery Dennison: Solid Quarter Beats Guidance but Segment Performance Diverges Avery Dennison (AVY) delivered a solid quarter beating the high end of its adjusted EPS guidance. The bull case is supported by a strong recovery in the high-growth Solutions Group driven by a rebound in Intelligent Labels and continued strong capital returns including a new acquisition. However bears will focus on the deteriorating organic sales in the larger core Materials Group and margin pressure in the growing Solutions segment. The rebound in the strategic growth areas is encouraging but"
X Link 2025-10-22T11:17Z 5002 followers, XXX engagements
"$TDY earnings: Teledyne: Strong Beat and Raise Overshadows Margin Pressure Teledyne delivered a strong quarter handily beating prior guidance and raising its full-year outlook. Record quarterly sales non-GAAP EPS and free cash flow underscore solid execution. The cautious tone from last quarter regarding a short-cycle slowdown proved unwarranted with management now citing a recovery. For bulls the strong results raised guidance and a fortress-like balance sheet (1.4x leverage) are compelling. Bears will point to decelerating organic growth contracting operating margins and a new headwind from"
X Link 2025-10-22T11:26Z 5007 followers, XXX engagements
"$KMI earnings: Natural Gas Strength Overcomes Minor Headwinds; Story Remains Firmly on Track Kinder Morgan (KMI) delivered another strong quarter reinforcing the bullish thesis centered on North American natural gas infrastructure. Results met the high bar set last quarter with adjusted EPS and EBITDA showing solid growth. The highlight was a significant positive turnaround in natural gas gathering volumes directly addressing a key concern from Q2. The balance sheet continues to strengthen evidenced by leverage ticking down to 3.9x and a credit upgrade from Fitch. Bull Case: The company is"
X Link 2025-10-22T20:27Z 5002 followers, 1090 engagements
"$URI earnings: Mixed Quarter: Revenue Raised but Margins and Cash Flow Weaken United Rentals delivered a complex third quarter. While strong demand prompted a raise in full-year revenue and capital spending guidance this was overshadowed by continued margin compression and a significant cut to the free cash flow forecast. The bull case rests on the top-line momentum and managements confidence to invest more heavily in fleet. However the bear case is more compelling this quarter pointing to deteriorating profitability particularly in the high-growth Specialty segment and slowing fleet"
X Link 2025-10-22T20:31Z 5007 followers, XXX engagements
"$GGG earnings: Graco Navigates Soft Markets with M&A and Pricing but Organic Weakness Persists Graco reported a mixed third quarter where headline results boosted by acquisitions and a significant one-time gain masked continued organic softness across its business. While revenue grew X% and reported EPS jumped XX% organic sales declined X% reflecting ongoing weakness in global construction. Managements ability to hold gross margins flat and reiterate full-year organic growth guidance is a positive. However the bull case relies on acquisitions integrating well and a meaningful organic"
X Link 2025-10-22T21:07Z 5003 followers, XXX engagements
"$MOH earnings: Molina Healthcare: Another Sharp Guidance Cut as Medical Costs Spiral Marketplace Woes Deepen Molinas Q3 results were exceptionally weak defined by a significant earnings miss and another drastic reduction in full-year guidance. The core issue remains the same as last quarteran intensely challenging medical cost environmentbut the magnitude has clearly worsened particularly in the Marketplace and Medicare segments. The new full-year adjusted EPS guidance of $XXXXX is a severe cut from the already lowered $XX floor provided just three months ago raising serious questions about"
X Link 2025-10-22T21:15Z 5000 followers, 3265 engagements
"$CHDN earnings: Churchill Downs: HRM Bets Pay Off Driving Record Q3 While Regional Gaming Stalls Churchill Downs (CDI) reported a strong quarter driven by exceptional performance in its Live and Historical Racing segment confirming its aggressive capital deployment into Historical Racing Machines (HRMs) is yielding significant returns. Record Q3 revenue and Adjusted EBITDA were highlights showcasing powerful growth in Virginia and Kentucky. However the results were partially offset by softness in the regional Gaming segment and a notable non-cash impairment charge related to a recent"
X Link 2025-10-22T21:50Z 5003 followers, XXX engagements
"$ALLE earnings: Allegions results show strong execution with M&A amplifying solid organic performance and prompting a guidance raise. This was a very strong quarter for Allegion. Bulls will point to the double-digit revenue growth driven by continued strength in the core Americas Non-Residential business and a surprising turnaround in Americas Residential. The significant contribution from recent acquisitions is now clearly visible and the company raised its full-year outlook for reported revenue and adjusted EPS. Strong cash flow also allows for continued capital deployment. Bears may note"
X Link 2025-10-23T10:41Z 5007 followers, XXX engagements
"$EEFT earnings: Euronet: Strong Bottom Line and Reaffirmed Guidance Overshadow Softer Revenue Euronet delivered a mixed but ultimately positive quarter. The company posted strong XX% adjusted EPS growth beating internal expectations and leading to a confident reaffirmation of its full-year 12-16% earnings growth guidance. Bulls will focus on this bottom-line execution and the reaffirmed outlook as proof of managements ability to navigate a tough environment. However bears will point to the significant slowdown in top-line growth with consolidated revenue up only X% on a constant currency"
X Link 2025-10-23T11:01Z 4998 followers, XXX engagements
"$WST earnings: West Pharmaceutical: Strong Quarter with Guidance Raised Again HVP and GLP-1 Fuelling Growth West delivered a strong third quarter beating its revenue and EPS guidance significantly. The core growth engine High-Value Products (HVP) Components accelerated driven by powerful demand from GLP-1 therapies and ongoing Annex X conversions. This momentum led management to raise its full-year 2025 guidance for the second consecutive quarter. Bulls will cheer the strong execution the impressive beat-and-raise and the accelerating contribution from the high-margin GLP-1 category which now"
X Link 2025-10-23T11:04Z 5009 followers, XXX engagements
"$GTX earnings: Garrett Motion: Strong Quarter with Raised Outlook and Enhanced Shareholder Returns Garrett Motion reported a strong third quarter beating expectations on the top and bottom lines raising its full-year guidance and significantly increasing shareholder returns. The results showcase solid operational execution with the company successfully navigating industry crosscurrents like unfavorable product mix while capitalizing on growth opportunities and cost controls. The bull case is significantly strengthened by this quarters performance. For the Bulls: Revenue grew X% (6% at"
X Link 2025-10-23T11:21Z 5003 followers, XXX engagements
"$AMBP earnings: AMP Raises Guidance Despite Volume Slowdown; Brazil a Major Drag Ardagh Metal Packaging (AMP) delivered a mixed Q3. The good news is a second consecutive raise to their full-year Adjusted EBITDA guidance landing the quarterly result at the high end of their prior forecast. This points to excellent execution on cost control and product mix. However the bad news is a sharp deceleration in volumes with global shipments turning negative year-over-year dragged down by a near-collapse in Brazil. For the bulls: The guidance raise is the key metric. Management is proving it can grow"
X Link 2025-10-23T11:22Z 5006 followers, XXX engagements
"$FTI earnings: Strong Cash Flow Fuels Massive Buyback and Guidance Raise TechnipFMC delivered a strong third quarter highlighted by exceptional free cash flow generation. This financial strength allowed the company to significantly raise its full-year 2025 free cash flow guidance and announce a massive $X billion increase to its share repurchase authorization. While inbound orders were solid they didnt quite keep pace with the prior year but the companys confidence is underscored by its newly initiated robust financial guidance for Subsea in 2026. For the Bulls: The story is all about cash"
X Link 2025-10-23T11:27Z 5002 followers, XXX engagements
"$AN earnings: AutoNation: After-Sales & Finance Shine But New Car Margins Contract AutoNation delivered a strong quarter driven by impressive performance in its After-Sales and burgeoning AN Finance segments leading to a XX% jump in adjusted EPS. However significant pressure on new vehicle gross profit per unit signals a tougher pricing environment a key point for bears to watch. The overall results appear solid with the diversified business model effectively offsetting weakness in new car profitability making the bull case more compelling for now. For the Bulls: Adjusted EPS of $XXXX was up"
X Link 2025-10-23T11:39Z 5019 followers, XXX engagements
"$COUR earnings: Coursera Q3 2025: Consumer Strength & AI Push Mask Enterprise Headwinds Coursera delivered another solid quarter beating its own guidance and raising its full-year revenue outlook. The narrative of renewed execution under CEO Greg Hart is gaining traction with the larger Consumer segment (+13% YoY) firing on all cylinders driven by strong learner growth and the success of the Coursera Plus subscription model. The company is leaning heavily into the AI tailwind highlighted by a new high-profile integration directly into ChatGPT. However this strength is offset by clear weakness"
X Link 2025-10-23T20:22Z 5002 followers, 1108 engagements
"$GNTX earnings: Gentex Q3 FY25: Strong Margins and Raised Guidance Offset Core Revenue Decline Gentex reported a mixed but ultimately positive quarter. While core revenue declined year-over-year due to significant weakness in Europe and China the company demonstrated impressive cost control leading to strong gross margin expansion. The highlight was the raised full-year guidance for several key metrics including a notable increase in the forecast for the beleaguered China market. This suggests that while external headwinds are real internal execution is providing a powerful offset. The Bull"
X Link 2025-10-24T13:22Z 4999 followers, XXX engagements
"$ITW earnings: ITW: Solid Execution Delivers Record Margins Amid Tepid Growth Illinois Tool Works (ITW) delivered another quarter of impressive operational execution posting record operating margins and strong free cash flow. The company continues to successfully navigate a challenging demand environment by focusing on its internal initiatives. Bulls will point to the record XXXX% operating margin X% adjusted EPS growth and XX% increase in free cash flow as clear evidence that the ITW business model is working. The continued strength in the Automotive OEM segment is another major positive."
X Link 2025-10-24T13:29Z 5005 followers, XXX engagements
"$CRI earnings Profitability Collapses Under Tariff and Cost Pressures Prompting Major Restructuring This was a very tough quarter for Carters. While the top line is stable and U.S. retail shows signs of life profitability has fallen dramatically. The central issue is the impact of new tariffs which is proving to be much worse than initially communicated. Management is responding decisively with a significant cost-cutting and restructuring plan but this signals deep underlying challenges. For Bulls: The business has stabilized on the sales front with U.S. Retail posting a second consecutive"
X Link 2025-10-27T12:37Z 4998 followers, XXX engagements
"$WELL earnings: Welltower Goes All-In with Massive UK Bet and Unprecedented Leadership Lock-up Welltower delivered another strong quarter beating and raising FFO guidance again on the back of robust Seniors Housing Operating (SHO) performance. However the in-quarter results were completely overshadowed by transformative post-quarter announcements. The company is executing a massive portfolio rotation acquiring $XX billion in assets (primarily UK seniors housing) and funding it with $X billion in dispositions (primarily a huge outpatient medical portfolio). Even more striking is a new 10-year"
X Link 2025-10-27T20:36Z 5005 followers, 1022 engagements
"$AGYS earnings: Agilysys Delivers 15th Record Quarter and Raises Guidance but Margin Pressure Looms Agilysys reported another strong quarter marking its 15th consecutive period of record revenue. The company beat its previous guidance and raised its full-year outlook for both total revenue and subscription revenue growth. The impressive top-line performance was driven by a XX% surge in subscription revenue and continued strong sales momentum with the quarter marking the second-highest for sales in the companys history. The GAAP earnings beat was significantly inflated by a one-time employee"
X Link 2025-10-27T20:45Z 5018 followers, XXX engagements
"$METC earnings: Ramaco Resources (METC) Q3 2025 Financial Review Q3 2025: Met Coal Resilience Amid Weak Markets REE Acceleration Fully Funded Ramaco delivered Q3 2025 results reflecting highly disciplined Met Coal operations and a major acceleration of the Brook Mine Rare Earth Element (REE) development. The company achieved record liquidity and a net cash position securing funding for its transition into a dual-platform critical minerals company. While Met Coal revenues suffered from weak global pricing management successfully lowered costs and protected margins by cutting volume. The key"
X Link 2025-10-27T21:04Z 5003 followers, 1064 engagements
"$LEG earnings: Execution Amidst Softness: L&P Slashes Debt and Reaffirms Guidance Midpoint Leggett & Platt reported a mixed but solid third quarter. While persistent demand weakness continues to pressure volumes the company is executing well on its strategic priorities. The successful sale of the Aerospace business allowed for a significant debt reduction strengthening the balance sheet considerably. Restructuring benefits are materializing helping to support margins. Managements decision to narrow the guidance range while reaffirming the midpoint signals confidence in their ability to"
X Link 2025-10-27T22:12Z 5007 followers, XXX engagements
"$SHW earnings: Solid Quarter in a Tough Market Core Business Shows Strength Sherwin-Williams delivered a solid third quarter with results coming in at the high end of their sales guidance. The standout performance was in the core Paint Stores Group (PSG) which saw volume growth across all professional segments strongly suggesting market share gains. While the overall demand environment remains challenging (softer for longer) the company is executing well controlling costs and capitalizing on competitor instability. For the Bulls: The strength in the PSG segment is exactly what you want to"
X Link 2025-10-28T11:18Z 5005 followers, XXX engagements
"$XYL earnings: Strong Execution Drives Margin Beat and Substantial Guidance Raise Xylem delivered an impressive third quarter beating its guidance on all key metrics. The results showcase excellent operational execution with record profitability driven by the companys simplification initiatives. This performance gives management the confidence to significantly raise its full-year guidance for both margin and EPS. The bull case is compelling. The magnitude of the beat and raise particularly the XXX bps year-over-year expansion in adjusted EBITDA margin to a record XXXX% demonstrates that the"
X Link 2025-10-28T11:24Z 5005 followers, XXX engagements
"$AOS earnings: North America Strength Cant Fully Offset Chinas Drag Leading to Guidance Cut A. O. Smith reported a solid quarter with strong execution in North America driving a XX% EPS increase. However this strength was overshadowed by a guidance reduction for the full year. For the bulls: North America is performing very well. Sales grew X% and segment margin expanded by XXX basis points proving the company can successfully manage cost inflation with pricing actions. The continued strength in boilers and commercial water heaters is a significant positive. Capital returns remain robust with"
X Link 2025-10-28T11:38Z 5009 followers, XXX engagements
"$ABG earnings: Resilient Service & Cost Control Offset Expected Pressure on New Car Margins The Q3 results show a company executing well in a normalizing market. The defensive strength of the Parts & Service business and disciplined cost control are providing a solid foundation which is what bulls will focus on. However the pressures that were flagged last quarter are now clearly visible in the numbers particularly the decline in new vehicle profitability and persistently weak used vehicle volumes which will be the focus for bears. The balance sheet is more leveraged following the Herb"
X Link 2025-10-28T11:48Z 5018 followers, XXX engagements
"$ZBRA earnings: Solid Beat and Raise Fueled by Tariff Mitigation and New Buyback Plan Zebra Technologies reported strong Q3 results that surpassed guidance on revenue margins and EPS. The company continues to demonstrate excellent execution particularly in managing U.S. import tariffs which are now a smaller headwind than previously feared. This operational strength combined with a newly announced $XXX million share repurchase program should be well-received. For the Bulls: The quarter was a clean beat-and-raise. The full-year outlook for sales and EPS was increased the negative impact from"
X Link 2025-10-28T12:13Z 5005 followers, XXX engagements
"$ATI earnings: A&D Strength Powers Beat and Raise Offsetting Broader Market Weakness ATI delivered a strong third quarter beating its guidance and raising its full-year outlook for profitability and cash flow. The results were driven by accelerating momentum in the Aerospace & Defense (A&D) segment which now constitutes XX% of total sales. A standout performance in Defense (+51% YoY) and continued strength in Jet Engines (+19% YoY) fueled significant margin expansion with adjusted EBITDA margins reaching 20%. Bulls will champion the impressive A&D growth the XXX bps YoY margin expansion and"
X Link 2025-10-28T12:29Z 5018 followers, XXX engagements
"$SFD earnings: Smithfield Foods: Record Quarter Masks Underlying Segment Pressure Smithfield reported a record third quarter and raised its full-year outlook driven by an exceptional performance in its volatile Hog Production segment. However this strength masked significant year-over-year profit declines in the core Packaged Meats and Fresh Pork segments signaling that raw material inflation and cautious consumer spending are taking a toll. For the Bulls: The headline numbers are strong. The company delivered record Q3 operating profit grew sales by over XX% and raised its full-year adjusted"
X Link 2025-10-28T12:34Z 5011 followers, XXX engagements
"$FELE earnings: Franklin Electric: Strong Operations Masked by One-Time Charge Franklin Electric reported a strong third quarter with solid operational results across all segments though the headline GAAP EPS was significantly impacted by a pre-announced pension settlement charge. The underlying business momentum is healthy with revenue growing X% and adjusted EPS up 11%. The impressive turnaround in the Distribution segment continues and the company raised the low end of its full-year EPS guidance. For the Bulls: The core business is firing on all cylinders. Broad-based growth in sales"
X Link 2025-10-28T12:48Z 4998 followers, XXX engagements
"$FOR earnings: Forestar (FOR): Strong Pricing Drives Revenue Beat but Profitability and Volume Remain Key Concerns Forestar reported mixed results for its fourth quarter and full fiscal year 2025. The company significantly beat its revenue guidance for the year driven by much higher-than-expected average sales prices per lot. However this was accompanied by a miss on lot delivery guidance and a notable decline in full-year profitability. The outlook for fiscal 2026 suggests stabilization with revenue guided in line with 2025s strong result and a slight recovery in lot volumes. The balance"
X Link 2025-10-28T13:10Z 5002 followers, XXX engagements
"$WPC earnings: Strong Momentum Continues with Raised Guidance and Active Capital Recycling W. P. Carey delivered another solid quarter characterized by strong execution on its capital recycling strategy. The company raised its full-year guidance for both investments and AFFO for the second consecutive quarter. Bulls will highlight the continued momentum the ability to fund accretive acquisitions with well-priced asset sales and the proactive capital management shown by tapping the ATM program for future flexibility. Bears may point to the slight sequential dip in AFFO per share (which was"
X Link 2025-10-28T20:34Z 5005 followers, XXX engagements
"$FLS earnings: Flowserve: Margin Power and Asbestos Exit Eclipse Weaker Sales Outlook Flowserve delivered a strong quarter beating on the bottom line and raising full-year EPS guidance driven by powerful margin expansion from its business system initiatives. The standout news however was a strategic transaction to permanently remove all legacy asbestos liabilities from its balance sheet a major de-risking event that simplifies the investment story. While bears will note the lowered full-year organic sales growth guidance and continued project delays in the energy sector the significant"
X Link 2025-10-28T20:38Z 5018 followers, XXX engagements
"$VLTO earnings: Veralto (VLTO): Solid Beat and Raise Overshadowed by Lingering Margin Pressure Veralto delivered another quarter of consistent execution beating its own EPS guidance and raising the full-year outlook. The results showcase the durability of its business model and strength in North America. However the bull case is tempered by persistent and slightly worsening margin compression in the Product Quality & Innovation (PQI) segment and a notable slowdown in Europe. For the Bulls: Beat & Raise: Q3 Adjusted EPS of $XXXX comfortably beat the high end of guidance ($0.91-$0.95). The"
X Link 2025-10-28T20:55Z 5002 followers, XXX engagements
"$SITE Q3 2025: Strong Execution Overcomes Soft Markets but Guidance Trimmed SiteOne delivered a strong quarter of operational performance beating the trends implied by their previous commentary. They successfully returned to positive organic growth and pricing driving solid margin expansion and cost leverage. The bull case is that management is executing its strategy very well in a tough environment. The bear case focuses on the trimmed full-year guidance which while explained by a new restructuring charge still lowers the top end of expectations for the year. The underlying business momentum"
X Link 2025-10-29T10:18Z 5017 followers, XXX engagements
"$UTHR earnings: United Therapeutics Q3 2025: TETON-2 Breakthrough Steals the Show from Mixed Commercial Results This was a pivotal quarter for United Therapeutics. While top-line growth slowed the company announced breakthrough results for its key TETON-2 pipeline asset which is far more significant for the long-term story. For Bulls: The TETON-2 data in IPF is a massive win and de-risks the companys most important near-term catalyst. Key growth products Tyvaso DPI (+22%) and Orenitram (+16%) continue to perform exceptionally well demonstrating resilience against competitive noise. The"
X Link 2025-10-29T10:47Z 5005 followers, XXX engagements
"$WSO earnings: Watsco Q3 2025: Strong Execution in a Challenging Market The company is successfully navigating a difficult market demonstrating impressive margin control and cash generation despite declining sales. Bulls will focus on the record gross margin and massive inventory reduction proving the strength of Watscos technology and operational discipline. Bears will point to the continued revenue decline persistent SG&A growth and significant weakness in international markets questioning when top-line growth will resume. For now the bull case on long-term operational strength appears more"
X Link 2025-10-29T12:02Z 5005 followers, XXX engagements
"$CLH earnings: ES Strength Continues but Macro Headwinds Force Guidance Trim Clean Harbors delivered another quarter of impressive margin expansion in its core Environmental Services (ES) segment demonstrating strong operational execution and pricing power. However persistent softness in industrial-facing businesses and broader macroeconomic uncertainty have led to a slight reduction in the full-year EBITDA forecast. While the long-term growth drivers remain intact near-term challenges are becoming more visible. For Bulls: The core ES business is firing on all cylinders marking its 14th"
X Link 2025-10-29T12:04Z 5003 followers, XXX engagements
"$PAG earnings: Penske Automotive: Service & Parts Shine but Commercial Truck Weakness and Margin Pressure Weigh on Results Penskes Q3 results present a mixed picture where the stability and strength of the high-margin Service & Parts business were overshadowed by a significant downturn in the commercial truck segment and compressing new vehicle margins. While the companys financial discipline is commendableachieving a very low 1.0x leverage ratiothe core earnings power showed signs of weakness this quarter. What the Bulls See: The Service & Parts segment continues to be a powerful and"
X Link 2025-10-29T13:01Z 5005 followers, XXX engagements
"$GIL earnings: Gildan (GIL): Strong Margins and Activewear Offset by Underwear Weakness and Lowered Cash Flow Guidance Gildan reported a solid quarter beating expectations on profitability and raising its full-year adjusted operating margin guidance. The core Activewear segment continues to show strength driven by market share gains and new products. However the picture is clouded by persistent deep weakness in the Hosiery & Underwear segment which failed to show the guided improvement and a significant cut to the full-year free cash flow forecast. Bulls will highlight: Record Q3 Adjusted EPS"
X Link 2025-10-29T13:12Z 4999 followers, XXX engagements
"$WAY earnings: Waystar Q3 FY25: Solid Execution and Raised Guidance Despite Expected Slowdown The company delivered a solid quarter successfully navigating the seasonal slowdown they had previously forecast. While revenue growth decelerated as expected strong margins and another raise to the full-year outlook demonstrate confident execution. The bull case is reinforced by impressive profitability and progress on deleveraging. Bears will point to the slowing growth in both revenue and new large clients but these were largely anticipated and do not appear to derail the core story. Themes"
X Link 2025-10-29T20:38Z 5017 followers, XXX engagements
"$BOOT earnings: Boot Barn: Strong Q2 Beat Guidance Raised but All Eyes on New Long-Term Store Potential Boot Barn delivered another quarter of strong results beating its prior guidance on all key metrics. Revenue growth remains robust driven by healthy same-store sales and an aggressive highly productive new store rollout. The major development this quarter is a significant upward revision of the companys long-term potential with management now targeting 1200 stores up from XXX previously. This provides a powerful new narrative for long-term growth. However despite raising the full-year"
X Link 2025-10-29T20:39Z 5017 followers, XXX engagements
"Sprouts $SFM Q3 2025 Earnings - Solid Quarter But Guidance Signals a Sharp Slowdown Sprouts delivered a solid Q3 with an earnings beat but this was overshadowed by a miss on comparable sales and a significantly weaker outlook for Q4. The bull case points to strong profit execution and a new $X billion buyback. The bear case which appears more compelling for the near term focuses on the rapid deceleration in comparable sales growth. Key Points: For the Bulls: Q3 EPS of $XXXX comfortably beat the companys guidance ($1.12-$1.16). Management demonstrated good cost control and announced a new"
X Link 2025-10-29T20:50Z 5003 followers, 1731 engagements
"$AM earnings: Solid Execution Continues: Strong FCF Deleveraging and Shareholder Returns Antero Midstream delivered another strong quarter demonstrating consistent operational execution and disciplined capital allocation. The results show healthy growth in cash flow continued reduction in debt and an increased pace of share buybacks. Positive developments from their primary customer Antero Resources (AR) also improve AMs growth outlook. The bull case is compelling as the company is successfully executing its strategy of generating free cash flow and returning value to shareholders while"
X Link 2025-10-29T21:07Z 5002 followers, XXX engagements
"$MAA Q3 2025: Stable Operations Mask Underlying Weakness as Guidance is Trimmed MAA delivered a stable quarter meeting expectations on Core FFO. However this stability is supported almost entirely by strong renewal rates and low turnover masking significant pressure on new lease pricing. While management continues to message an upcoming recovery based on lower supply the negative same-store results and a slight reduction in full-year guidance suggest the challenging environment persists. The bull case relies on this future recovery but the current results give more weight to the bear case."
X Link 2025-10-29T21:19Z 5003 followers, XXX engagements
"$WEX earnings: Solid Quarter with Corporate Payments Inflection Point Materializing WEX delivered a strong quarter beating the high end of its guidance for both revenue and EPS. The company also raised its full-year outlook. The key positive was the successful turnaround in the Corporate Payments segment which returned to growth as management had projected. This confirms the H2 2025 inflection story is playing out. For bulls the beat-and-raise quarter the execution in Corporate Payments and the continued deleveraging are clear positives. The bull case is strengthening as management delivers"
X Link 2025-10-29T21:57Z 5010 followers, XXX engagements
"$CALX earnings: Strong Beat and Raise Overshadowed by Slowing RPO Growth Calix delivered a very strong quarter significantly beating revenue and EPS guidance. The company continues to execute well with record revenue and gross margins driven by platform adoption and competitive wins. Management also raised guidance for Q4. However the significant deceleration in RPO (Remaining Performance Obligations) growth is a key concern. This metric which reflects future contracted revenue slowed for the second consecutive quarter raising questions about the durability of long-term demand. The Bull Case:"
X Link 2025-10-29T22:04Z 4999 followers, XXX engagements
"$WHD earnings: Cactus Delivers Strong Margins Amidst Softer Revenues Navigates Tepid Market Cactus reported a solid third quarter navigating a challenging U.S. land market better than anticipated. The company delivered a significant beat on margins particularly in its core Pressure Control segment driven by effective cost-cutting and lower legal costs. Spoolable Technologies also outperformed on the top line thanks to strong international sales. While the near-term outlook remains cautious the results demonstrate strong operational execution. What bulls will like: The Pressure Control"
X Link 2025-10-29T22:29Z 4998 followers, XXX engagements
"$MCW earnings: Solid Quarter Shows Resilience; Full-Year Guidance Implies Q4 Slowdown Mister Car Wash reported a solid third quarter with accelerating revenue and comparable sales growth. The Unlimited Wash Club (UWC) subscription program remains the core strength driving results and demonstrating the resilience of the business model. The rebound in profitability this quarter is a significant positive. However the company only reiterated its full-year guidance. While this provides stability after last quarters downward revision the numbers imply a material deceleration in revenue and"
X Link 2025-10-29T22:42Z 5002 followers, XXX engagements
"$ASX earnings and call: ASE Technology: Strong Beat and Raise as AI Cycle Intensifies ASE delivered a powerful third quarter beating guidance across the board on both revenue and profitability. The ATM (semiconductor assembly and testing) segment was the star performer hitting record revenues driven by insatiable AI demand for leading-edge services and a stronger-than-expected recovery in the mainstream market. Management raised its full-year outlook and boosted CapEx for the second consecutive quarter signaling strong confidence in momentum carrying into 2026. For the bulls: The quarter was"
X Link 2025-10-30T09:17Z 5018 followers, 1048 engagements
"$WEC earnings: Solid Quarter Driven by Strong Demand; Awaits Crucial Capital Plan Update This was a solid quarter for WEC with results beating the top end of their guidance. The core story remains the strong economic growth and electricity demand in their service area particularly from data centers. For bulls the strong demand growth and earnings beat are clear positives. For bears the major question of how the company will fund this massive growth without significant shareholder dilution remains unanswered until the new capital plan is released. Currently the bull case is more compelling"
X Link 2025-10-30T12:02Z 5005 followers, XXX engagements
"$ARGX earnings: argenx: Strong Beat and Raise; VYVGART Momentum Continues Unabated argenx reported another exceptional quarter with VYVGART sales significantly outpacing previous results demonstrating robust demand and excellent commercial execution. The impressive top-line growth translated into a substantial increase in profitability showcasing strong operating leverage. While the pipeline saw two minor discontinuations the overall progress on key registrational programs remains firmly on track. The bull case is significantly strengthened by this powerful print with the company firing on"
X Link 2025-10-30T12:05Z 5003 followers, XXX engagements
"$WLK earnings: Westlake Q3 2025: Massive PEM Impairment Overshadows HIPs Softening Resilience This was a very tough quarter for Westlake dominated by a significant goodwill impairment that confirms deep-seated issues in the materials (PEM) segment. While the housing (HIP) segment remains profitable it is also showing signs of slowing down. The bear case is compelling as macro headwinds are now clearly visible across both segments and self-help measures may not be enough to offset them in the near term. For the bears: The $XXX million impairment in the North American Chlorovinyls business is a"
X Link 2025-10-30T12:31Z 5010 followers, XXX engagements
"$KBR Q3 FY25: Profitability and Bookings Impress Despite Revenue Headwinds KBR delivered a resilient quarter showcasing strong bottom-line execution and robust demand even as top-line growth stalled. The bull case is supported by double-digit Adjusted EBITDA growth significant margin expansion and a very strong 1.4x book-to-bill ratio. However the bear case is fueled by a second consecutive cut to the full-year revenue forecast driven by persistent government contract delays now worsened by a potential shutdown. Overall the bull case is more compelling; management is successfully navigating"
X Link 2025-10-30T12:55Z 5000 followers, XXX engagements
"$AAP earnings: Turnaround Accelerates with Strongest Quarter in Two Years This was a significant quarter for Advance Auto Parts providing the strongest evidence yet that the turnaround plan is not only working but gaining momentum. The XXX% comparable sales growth and substantial margin expansion were impressive especially the return to growth in the previously weak DIY segment. Management raised and tightened guidance signaling improved visibility and confidence. The bull case is compelling with operational metrics firing on multiple cylinders. Bears will point to the continued negative free"
X Link 2025-10-30T13:03Z 5003 followers, XXX engagements
"$AMRX earnings: Solid Top-Line Growth and Raised EPS Guidance Clouded by Margin Pressure Amneal reported a strong third quarter with revenue growth across all segments beating internal expectations and leading to raised full-year EPS and cash flow guidance. The bull case is driven by this top-line momentum clear progress in the product pipeline (CREXONT Brekiya biosimilars) and accelerating growth in the AvKARE segment. However the bear case will focus on weak profit conversion. Despite a XX% revenue increase adjusted EBITDA grew only X% pointing to significant margin pressure. While"
X Link 2025-10-30T14:36Z 4998 followers, XXX engagements
"$PRM earnings: Fire Safety Delivers in Peak Season But Specialty Products Falters Perimeters results show a tale of two segments. The core Fire Safety business performed very well capitalizing on a normal wildfire season and demonstrating strong profitability. However the Specialty Products segment saw a significant drop in profits confirming that the operational issues at its third-party-operated plant are a major and worsening headwind. For Bulls: The Fire Safety segment the companys main profit engine is firing on all cylinders. Revenue grew X% and adjusted EBITDA grew XX% with margins"
X Link 2025-10-30T14:37Z 5002 followers, XXX engagements
"$GEL earnings: Inflection Point Reached But Near-Term Guidance Trimmed. The third quarter was pivotal for Genesis. The company successfully brought its major offshore growth projects online driving strong results in that segment and finally reaching the long-awaited free cash flow inflection point. This is the most important long-term development. However this was partially offset by notable weakness in the Marine segment and another small reduction in full-year guidance. For Bulls: The investment thesis is playing out. The massive multi-year offshore projects are online and ramping as"
X Link 2025-10-30T14:44Z 5003 followers, XXX engagements
"$MSI earnings: Motorola Solutions: Strong Execution and Silvus Integration Fuel Beat-and-Raise Quarter Motorola Solutions reported another outstanding quarter delivering record Q3 revenue earnings and cash flow. The results demonstrated strong execution across the board with particular strength in the Software & Services segment and International markets. The recent Silvus acquisition is off to a strong start contributing to the top line and securing an early international win. The company raised its full-year EPS guidance for the second consecutive quarter signaling strong profitability and"
X Link 2025-10-30T20:19Z 5018 followers, 1132 engagements
"$BFAM earnings: Strong Beat and Raise Driven by Stellar Back-Up Care Performance Bright Horizons delivered a strong third quarter significantly beating prior guidance on both revenue and earnings. The story of the quarter is the remarkable acceleration in the high-margin Back-Up Care segment which is driving overall profitability and led to another increase in the full-year outlook. While the core Full-Service segment continues its steady but slow recovery the outperformance in Back-Up care provides a powerful growth engine. The bull case is compelling as margin expansion is clearly"
X Link 2025-10-30T20:57Z 4998 followers, XXX engagements
"$IR earnings: Mixed Quarter as P&ST Strength is Offset by Core IT&S Weakness Prompting Guidance Trim A mixed quarter for Ingersoll Rand. Bulls will point to the strong rebound in the P&ST segment continued M&A execution and shareholder returns. However bears will focus on the material weakness in the larger core IT&S segment which saw organic revenue decline and significant margin compression. This weakness forced a trim to full-year guidance particularly for EPS making the bear case more compelling in the near term. Main Financials The third quarter showed top-line growth driven entirely by"
X Link 2025-10-30T21:15Z 5005 followers, XXX engagements
"$HLI earnings: Houlihan Lokey (HLI): Solid Quarter Driven by Corporate Finance but Restructuring Slows Sharply Houlihan Lokey reported a solid quarter with strong top-line growth driven by its largest segment Corporate Finance. However overall revenue and EPS growth decelerated from Q1 and the Financial Restructuring business saw a significant slowdown calling into question the prior quarters confident outlook. For the Bulls: Corporate Finance remains robust with XX% YoY revenue growth showing strength in the core M&A advisory business. The company is demonstrating excellent cost control with"
X Link 2025-10-30T21:17Z 5000 followers, XXX engagements
"$ATR earnings: Pharma Strength Masks Broader Slowdown and Guides to a Weaker Q4 Aptar delivered a mixed quarter. The results were headlined by a solid beat on adjusted EPS driven by outstanding performance in the Pharma segment particularly Injectables. However this strength conceals underlying weakness across the rest of the business. Both the Beauty and Closures segments saw core sales stagnate or decline and experienced significant margin pressure. The outlook for Q4 points to a sharp deceleration. The bull case rests entirely on the Pharma segments momentum and the EPS beat. Bears will"
X Link 2025-10-30T21:18Z 5002 followers, XXX engagements
"$AJG earnings: Gallagher Reports Solid Quarter Overshadowed by AssuredPartners Integration Noise Arthur J. Gallagher (AJG) delivered a solid third quarter highlighted by strong top-line growth driven by the landmark acquisition of AssuredPartners (AP) which closed in August. However the initial financial contribution from AP came in significantly below recent estimates raising questions about the near-term integration. The underlying core business remains healthy with steady performance in Risk Management though Brokerage organic growth showed some deceleration. For the Bulls: The"
X Link 2025-10-30T21:29Z 5005 followers, 1074 engagements
"$BTE earnings: Solid Quarter with Production Beat and Debt Reduction but FCF Outlook Weakens Baytex delivered a strong operational quarter beating production expectations driven by record output from the Pembina Duvernay. The company continued its disciplined approach successfully reducing debt. However a weaker commodity price outlook has led to a significant reduction in the full-year free cash flow forecast highlighting the companys sensitivity to the macro environment. Bull Case: Operational execution is excellent. The company is delivering on production goals improving costs in key plays"
X Link 2025-10-30T22:09Z 5002 followers, XXX engagements
"$PK earnings: A Challenging Quarter Met with Disciplined Execution Parks results show a tougher-than-expected operating environment with RevPAR missing guidance due to softer demand. However management demonstrated strong execution on factors within their control delivering impressive cost savings and proactively addressing all major near-term debt maturities. While the top-line weakness is a clear negative for bears the strengthened balance sheet and ongoing cost discipline provide a solid foundation for bulls. The bear case appears more compelling in the short term as the lowered full-year"
X Link 2025-10-30T22:30Z 5017 followers, XXX engagements
"$AON earnings: Aon Delivers Strong Quarter with Accelerating Growth and Margin Beat Aon reported a strong third quarter showing clear momentum in its core operations. Organic growth accelerated and the company delivered a significant beat on margin expansion demonstrating effective execution of its Aon United strategy. While adjusted EPS growth slowed this was due to below-the-line items not weakness in the core business. The bull case is compelling as the results reaffirm confidence in the companys full-year targets and position it well for 2026. For the Bulls: Organic revenue growth"
X Link 2025-10-31T10:53Z 5005 followers, XXX engagements
"$SXT earnings: Sensient Technologies (SXT) Q3 2025: Color Group Shines Guidance Raised The company reported another strong quarter driven by exceptional performance in the Color Group. This strength offset continued but expected weakness in Agricultural Ingredients. Managements confidence is reflected in the upgraded guidance for profitability reinforcing the positive outlook. The bull case centered on margin expansion and the massive natural colors opportunity is gaining momentum. Bears will point to the revenue softness in Flavors and a slowdown in Asia Pacific but these seem secondary to"
X Link 2025-10-31T11:25Z 5005 followers, XXX engagements
"$POR earnings: Portland General Electric: Data Center Demand Powers Solid Quarter Execution is Key PGE delivered a strong third quarter beating last years results on the back of continued robust demand from data centers. The company also secured a key regulatory win for its Seaside battery project providing a clear path for cost recovery. While guidance was reaffirmed the focus remains squarely on execution across multiple large-scale resource procurements and ongoing cost management initiatives. The bull case driven by high-tech load growth and regulatory progress appears compelling though"
X Link 2025-10-31T12:08Z 5003 followers, XXX engagements
"$GWW earnings: Solid Quarter & Improved Outlook Obscured by UK Exit This was a solid quarter for Grainger on an operational basis. The company effectively navigated the margin pressures that were a key concern last quarter leading to an improved full-year outlook for profitability and EPS. This positive core performance was overshadowed by a large non-cash impairment charge related to the decision to exit the U.K. market. For the Bulls: The key concern from Q2margin pressurehas eased. Management raised its full-year guidance for gross margin operating margin and EPS. This demonstrates strong"
X Link 2025-10-31T12:12Z 5007 followers, XXX engagements
"$KOS Q3 2025 earnings: Steady Progress on Key Priorities Amid Operational Hiccups Kosmos continues to execute its strategic plan well. Production is growing costs are coming down and the balance sheet is being actively managed. The key growth project GTA is ramping up as expected. However a significant well failure in the Gulf of Mexico is a material setback and a reminder of the operational risks in this business. 🐂 Production is up X% quarter-over-quarter driven by the GTA LNG project ramp-up. Strong cost control continues with full-year capital spending guidance lowered again to less"
X Link 2025-11-03T12:11Z 4998 followers, XXX engagements
"$AXSM Q3 2025 earnings: Solid commercial growth continues as key pipeline asset is filed with the FDA. Axsome delivered another quarter of strong execution on both its commercial products and its development pipeline. Total revenue grew a healthy XX% from last quarter driven by continued adoption of Auvelity for depression. Importantly the company successfully submitted its application to the FDA for AXS-05 in Alzheimer's disease agitation a major milestone that could open up a large new market. While spending on marketing and sales is increasing significantly the company's cash position"
X Link 2025-11-03T12:28Z 5014 followers, XXX engagements
"$HESM Q3 2025 earnings: A solid quarter overshadowed by the suspension of a key growth project. The company delivered strong operational results beating the high end of its adjusted EBITDA guidance. Shareholder returns also continued as promised with another $XXX million buyback and an increased distribution. However the surprise announcement that the Capa gas plant project is suspended and removed from future plans is a significant negative. This action cuts near-term spending but raises serious questions about the long-term growth outlook for the company under its new sponsor Chevron. 🐂 "
X Link 2025-11-03T13:07Z 5002 followers, XXX engagements
"$ALX Q3 2025 earnings: Revenue decline from vacancy masks FFO beat but a major loan default clouds the outlook. Alexander's reported a mixed quarter. Revenue and Net Income fell year-over-year primarily due to a major lease expiration. However Funds from Operations (FFO) a key metric for REITs saw a slight increase thanks to significantly lower interest expenses. The main story is the company's failure to repay a $XXX million mortgage which has now moved into restructuring talks with lenders creating significant uncertainty. 🐂 * FFO per diluted share rose to $XXXX from $XXXX a year ago"
X Link 2025-11-03T14:41Z 5006 followers, XXX engagements
"$AL Q3 2025 earnings: Solid Quarter Overshadowed by Pending Acquisition The quarter's results were solid with core rental revenues growing and the final piece of the Russia insurance recovery booked as expected. However all results are now viewed through the lens of the pending acquisition by a Sumitomo-led consortium for $XXXXX per share. This deal provides a clear endpoint for shareholders but also means the company enters a period of limited strategic flexibility with no further guidance or conference calls. 🐂 The pending all-cash acquisition at $65.00/share provides a firm valuation and"
X Link 2025-11-03T21:14Z 5002 followers, XXX engagements
"$ENSG Q3 2025 earnings: Another record quarter with accelerating acquisitions and a strong guidance raise. This was an impressively strong quarter for Ensign. The company beat its own high expectations posting record revenue and earnings. More importantly they significantly increased the pace of acquisitions while continuing to improve their existing operations. Management raised its financial forecast for the full year signaling strong confidence heading into the final quarter. 🐂 : The company is firing on all cylinders. Organic growth is robust with both occupancy and the mix of"
X Link 2025-11-03T21:23Z 4998 followers, XXX engagements
"$WMB Q3 2025 earnings: Strong Project Execution Drives Growth CapEx Rises on New LNG Investment. Williams delivered another very solid quarter beating expectations with strong double-digit growth in key financial metrics. The results were driven by the successful execution of their growth plan with several major projects coming online and contributing to earnings. The company reaffirmed its full-year EBITDA guidance which was already raised last quarter. However they also announced a significant $XXX million increase in growth capital spending for 2025. This is tied to a new strategic"
X Link 2025-11-03T21:36Z 5005 followers, XXX engagements
"$EMN Q3 2025 earnings: A disciplined focus on cash cannot hide a deteriorating demand environment. Eastman delivered on its promise to generate cash by aggressively cutting inventory. However this came at the cost of lower production which hurt earnings. The adjusted EPS missed the company's informal guidance from last quarter. More importantly the outlook for the fourth quarter is significantly weaker than previously suggested reflecting growing consumer caution and ongoing destocking by customers. 🐂 Bulls will point to the strong execution on controllables. Operating cash flow was solid"
X Link 2025-11-03T21:37Z 5003 followers, XXX engagements
"$AESI Q3 2025 earnings: Tough Quarter Forces Dividend Cut but a Major Pivot to Power Emerges. Atlas reported a very challenging quarter missing its own volume forecast and posting a sharp decline in profitability. The company suspended its dividend to preserve cash for a significant and rapidly expanding opportunity in its power generation business. The near-term outlook for the core sand business remains weak. 🐂 Bulls will focus entirely on the massive expansion of the power business opportunity which has grown from XXX megawatts to a potential X gigawatts. The company is investing"
X Link 2025-11-03T21:47Z 5005 followers, XXX engagements
"$FNV Q3 2025 earnings: Record Results Continue as Gold Prices Soar and Cobre Panama Delivers Franco-Nevada posted another record-breaking quarter capitalizing on sky-high gold prices and a significant one-time contribution from the Cobre Panama concentrate sale. The company delivered record revenue earnings and cash flow all while completely paying off its debt. This strong performance led management to narrow its full-year guidance to the high end and raise its outlook for precious metals signaling confidence in the portfolio's momentum. 🐂 : The results are exceptional across the board."
X Link 2025-11-03T23:30Z 4998 followers, XXX engagements
"$FMS Q3 2025 earnings: Strong profit growth and margin expansion overshadowed by a drop in cash flow. Fresenius Medical Care delivered a strong quarter on the profitability front with operating income growing XX% and margins expanding significantly. This demonstrates that their turnaround and cost-saving initiatives are paying off. However the positive earnings story was tempered by a notable XX% year-over-year decline in operating cash flow which the company attributed to a tough comparison from the prior year. 🐂 Bulls will celebrate the impressive XX% growth in operating income (28% at"
X Link 2025-11-04T11:20Z 5009 followers, XXX engagements
"$SWK Q3 2025 earnings: Margin recovery shows progress but soft volumes and a guidance cut raise concerns. Stanley Black & Decker delivered a mixed quarter. The company showed strong execution on its cost-cutting and pricing strategies leading to a significant improvement in gross margins. This proves their plan to fight tariff impacts is working. However the core Tools & Outdoor business saw volumes decline notably and the company trimmed its full-year profit forecast. This signals that the challenging consumer environment persists. 🐂 Bulls will focus on the impressive gross margin"
X Link 2025-11-04T11:49Z 5007 followers, XXX engagements
"$PFE Q3 2025 earnings: Policy risk resolved but COVID decline and M&A drama create a mixed picture. Pfizer delivered a complex quarter. They successfully navigated a major political overhang by striking a deal with the U.S. government which provides significant clarity for the business. Operationally the non-COVID drug portfolio is growing and cost-cutting is boosting profits leading to a raised earnings per share (EPS) forecast. However the expected sharp decline in COVID product sales is hitting the top line hard. Some key growth drugs are also showing weakness in the important U.S. market."
X Link 2025-11-04T12:07Z 5017 followers, 1324 engagements
"$EXC Q3 2025 earnings: Solid Quarter with Strong Execution Large Load Pipeline Continues to Grow. Exelon delivered a strong quarter beating last year's results with higher earnings per share. The company's performance was driven by approved rate increases from its investments and good cost control particularly on storm-related expenses. Management confirmed they are on track to meet their full-year financial goals. The key story remains the same: steady execution in their core utility business combined with a massive and growing opportunity from new large customers like data centers. 🐂 "
X Link 2025-11-04T12:10Z 5005 followers, XXX engagements
"$HOG Q3 2025 earnings: HDFS transaction gain masks ongoing weakness in the core motorcycle business. Harley-Davidson's third-quarter results were dominated by its major financial transaction. The company finalized the deal for its financing arm (HDFS) which led to a massive one-time accounting gain and a huge reported profit per share. However looking at the actual motorcycle business the picture is less positive. Consumer demand remains soft with fewer bikes sold at retail globally. While the company shipped more bikes to dealers profitability in this core segment is getting worse. A newly"
X Link 2025-11-04T12:18Z 5002 followers, XXX engagements
"$SHC Q3 2025 earnings: A strong profit beat and raise overshadowed by signs of a Q4 revenue slowdown. Sotera Health delivered a solid third quarter beating estimates on the top and bottom lines. The core Sterigenics business remains strong and Nordion had an exceptionally good quarter. The company is also managing its finances well paying down debt and cutting spending forecasts. This led to a welcome increase in the profit outlook for the full year. However the Nelson Labs segment continues to struggle with falling revenue. More importantly while the company raised its profit guidance it"
X Link 2025-11-04T12:25Z 5003 followers, XXX engagements
"$KYMR Q3 2025 earnings: Execution on track ahead of key data catalyst. Kymera delivered a clean quarter focused on execution. The company is successfully advancing its lead drug KT-621 for immune diseases. They finished enrolling patients in a key early study and have already started the next larger study. Their financial position remains very strong with enough cash to last into late 2028. All eyes are now on the clinical data expected next month. 🐂 : The company is doing exactly what it promised. They hit all their clinical milestones for the lead asset KT-621 removing any timeline risk."
X Link 2025-11-04T12:26Z 5003 followers, XXX engagements
"$SHLS Q3 2025 earnings: Strong Top-Line Beat and Backlog Growth Muted by Rising Costs. The company delivered a strong quarter on the top line beating its revenue guidance and posting record backlog. This shows that the underlying demand for its products is robust and its strategy to gain market share is working. However this growth came at a cost. Gross margins remain under pressure and operating expenses particularly legal fees increased significantly. While the full-year revenue forecast was raised the profit forecast was only tightened not meaningfully increased highlighting the ongoing"
X Link 2025-11-04T12:30Z 4999 followers, XXX engagements
"$ACLS Q3 2025 earnings: A solid beat overshadowed by the transformative merger with Veeco. Axcelis delivered results that were better than guided for the third quarter showing good operational control during a semiconductor industry downturn. The highlight of the quarter however was not the results themselves but the major announcement of a merger with Veeco Instruments. Management is framing this as a strategic move to create a stronger more diversified company focused on high-growth trends like AI and vehicle electrification. While the underlying business is stable driven by record"
X Link 2025-11-04T13:39Z 4998 followers, XXX engagements
"$ERO operational update: Xavantina initiative unlocks new high-margin gold sales stream from old stockpiles. Ero Copper announced a significant and unexpected win at its Xavantina gold mine. The company has begun selling high-grade gold concentrate that had been stockpiled on-site since 2012. This creates a new very high-margin revenue stream that starts immediately in Q4 2025 and is expected to last 12-18 months. This is a creative way to unlock "hidden" value from a previously non-earning asset. 🐂 Bulls will love this. Management found a way to turn old waste into a cash cow. The margins"
X Link 2025-11-04T21:07Z 5002 followers, XXX engagements
"$SM Q3 2025 earnings: Strong Production Drives Financial Beat and Shareholder Returns. SM Energy delivered another excellent quarter with production volumes hitting a new record and beating the high end of guidance. This operational strength translated into robust free cash flow allowing the company to make significant progress on debt reduction while also starting to repurchase sharesa positive surprise for investors. Even with lower oil prices compared to last year the company's profit margins held up well. This resilience is a direct result of the successful integration of the"
X Link 2025-11-04T21:11Z 5019 followers, XXX engagements
"$DAWN Q3 2025 earnings: Strong OJEMDA launch momentum accelerates prompting a raise in full-year guidance. The company reported a very strong quarter with all key commercial metrics for its main drug OJEMDA accelerating. Revenue growth total prescriptions and new patient starts all saw double-digit sequential increases. This strong performance led management to raise its full-year 2025 revenue guidance. The company continues to manage its expenses well resulting in a minimal cash burn which strengthens its financial position. The primary risk remains its reliance on this single product. 🐂 :"
X Link 2025-11-04T21:13Z 5010 followers, XXX engagements
"$SWKS Q4 2025 earnings: A strong beat overshadowed by a surprisingly weak mobile forecast. Skyworks delivered solid results for its fourth quarter surpassing its own revenue and earnings guidance. The beat was driven by continued strength in their Broad Markets segment and healthy mobile demand in the quarter. However the outlook for the next quarter (Q1 2026) is disappointing. The company expects a significant sequential drop in its Mobile business which is their largest segment. This weak forecast raises questions about near-term demand and is likely to weigh on sentiment despite the good"
X Link 2025-11-04T21:20Z 5007 followers, XXX engagements
"$TREX Q3 2025 earnings: R&R Market Weakness Hits Home Guidance Lowered The quarter was defined by a significant slowdown in the Repair & Remodel (R&R) market. This led to a miss on Q3 revenue and a substantial reduction in guidance for the fourth quarter and the full year. While the company continues to see strong adoption of its new products and growth in its railing business this was not enough to offset the broader market deterioration. Management is now adjusting production down and expects channel partners to lower their inventory signaling a cautious outlook for the near term. They also"
X Link 2025-11-04T21:25Z 5017 followers, XXX engagements
"$EXEL Q3 2025 earnings: A strong beat driven by its core drug with a large new buyback announced. Exelixis delivered a very solid quarter. Revenue and earnings were strong beating internal forecasts. The main drug cabozantinib continues to grow well helped by its new approval for neuroendocrine tumors (NET). The company also shared positive detailed data for its next potential drug zanzalintinib and plans to file for approval soon. Management raised financial guidance for the year while lowering expected R&D spending. To top it off they announced a large new $XXX million share buyback program"
X Link 2025-11-04T21:33Z 4998 followers, XXX engagements
"$AES Q3 2025 earnings: Steady Execution and Reaffirmed Guidance Mask a Slowdown in New Contracts. The company delivered a solid quarter driven by strong execution in its renewables business bringing new projects online as planned. Management confidently reaffirmed all full-year and long-term financial targets signaling that the business is performing as expected. However the pace of new contract signings slowed significantly this quarter leading to a slight reduction in the overall project backlog. 🐂 : Bulls will praise the strong operational execution with XXX GW of new projects completed"
X Link 2025-11-04T21:33Z 5005 followers, XXX engagements
"$CHRD Q3 2025 earnings: Solid Execution and Guidance Raise overshadowed by XTO Integration. Chord delivered a strong operational quarter. They produced more oil than guided while spending less capital. This good performance led them to raise their full-year oil production forecast for the second time this year a clear positive. The company continues to make excellent progress on its long-term initiatives. The new 4-mile wells are performing well and costing less than expected which is great for future efficiency. They also locked in significant cost savings from new marketing contracts. The"
X Link 2025-11-04T21:56Z 4999 followers, XXX engagements
"$WES Q3 2025 earnings: Record EBITDA and Aris Closing Set a Strong Foundation. Western Midstream delivered a very solid quarter. The main story is their ability to generate record profits through strong cost control even as volume growth was mixed. This shows good operational management. The company also officially closed its large acquisition of Aris Water Solutions making WES a major player in the critical business of managing water for oil and gas producers. To top it off they raised their full-year financial outlook signaling confidence for the remainder of the year. 🐂 Bulls will love"
X Link 2025-11-04T22:06Z 5003 followers, XXX engagements
"$GPOR Q3 2025 earnings: Inventory Expansion and Proactive Spending Overshadow a Solid Quarter. Gulfport delivered a strong quarter with production and cash flow beating expectations. However the main story is a massive low-cost expansion of its drilling inventory which significantly extends the company's future development runway. This is paired with a clear commitment to shareholder returns and a proactive decision to spend more capital now to de-risk production in early 2026. 🐂 : The company added years of high-quality drilling inventory at minimal cost by expanding its Marcellus footprint"
X Link 2025-11-04T22:13Z 5002 followers, XXX engagements
"$OI Q3 2025 earnings: Cost cutting drives a major earnings beat and guidance raise. O-I Glass delivered a strong quarter driven by impressive cost control. Their "Fit to Win" program is working much better than planned leading to significantly higher profits even though sales volumes are a bit soft. Because of this strong execution they substantially increased their profit forecast for the full year. The story is simple: they are becoming a much more efficient and profitable company. 🐂 : The "Fit to Win" cost-saving program is the star of the show delivering $XXX million in benefits so far"
X Link 2025-11-04T22:20Z 5018 followers, XXX engagements
"$KGS Q3 2025 earnings: Solid Ops and Shareholder Returns Overshadowed by One-Off Charges. Kodiak delivered a strong quarter for its core business with record revenue and margins in its Contract Services segment. Fleet utilization continued to climb showing healthy demand. This operational strength translated into a higher forecast for full-year cash flow and a significant X% dividend increase. However the headline number was a net loss caused by one-time charges related to selling their Mexico business and a large sales tax settlement. 🐂 Bulls will celebrate the X% sequential dividend hike"
X Link 2025-11-04T22:28Z 5000 followers, XXX engagements
"$WTRG Q3 2025 earnings: Merger with American Water Steals the Spotlight from Solid Operating Results. Essential Utilities reported a strong quarter beating last year's earnings per share and making significant progress on its data center strategy. However the operational results were completely overshadowed by the massive announcement of an all-stock merger with American Water Works. This deal if approved will create a dominant U.S. water utility. All focus now shifts to merger execution and regulatory approvals. 🐂 : The merger with American Water is a game-changer creating an industry"
X Link 2025-11-04T23:13Z 5010 followers, XXX engagements
"$TRGP Q3 2025 earnings: A strong operational beat and a major boost to shareholder returns. Targa delivered an impressive quarter with record volumes across its key segments leading to a significant earnings beat. The company raised its full-year guidance and most notably announced plans for a substantial XX% dividend increase in 2026 signaling strong confidence in future cash flow. 🐂 : The results show powerful momentum. Record Permian NGL transportation and fractionation volumes drove a XX% sequential increase in adjusted EBITDA. The company raised its 2025 EBITDA forecast to the high end"
X Link 2025-11-05T11:26Z 5007 followers, XXX engagements
"$ZBH Q3 2025 earnings: U.S. business accelerates as planned but new international weakness tempers the outlook. The quarter showed that the company's core strategy is working. Strong execution in the U.S. driven by new products delivered an impressive performance and a clear acceleration from the first half of the year. However this strength was partially offset by unexpected weakness in some international markets which emerged late in the quarter and led management to trim the top end of their organic growth forecast for the full year. 🐂 : The U.S. business is firing on all cylinders"
X Link 2025-11-05T11:39Z 5005 followers, XXX engagements
"$PSN Q3 2025 earnings: Core Business Shines Amidst Federal Headwinds and Trimmed Revenue Guidance. Parsons delivered a mixed quarter. The core business excluding a major expiring government contract continues to grow at a healthy pace. The Critical Infrastructure segment was the clear highlight with impressive revenue growth and a significant jump in profitability. However the wind-down of the large confidential contract heavily impacted the Federal Solutions segment. This led to a decline in reported overall revenue and a notable miss on the aggressive second-half growth targets management"
X Link 2025-11-05T11:41Z 5019 followers, XXX engagements
"$SRAD Q3 2025 earnings: Strong beat and raise quarter highlighted by record margins and a uniquely structured highly accretive acquisition. Sportradar delivered another quarter of strong execution with revenue growth of XX% and an impressive XX% growth in Adjusted EBITDA. The company demonstrated significant operating leverage with Adjusted EBITDA margins expanding over XXX basis points to a record 29%. This operational strength combined with the closing of the highly favorable IMG ARENA acquisition led management to raise its full-year 2025 guidance for both revenue and profitability. While"
X Link 2025-11-05T12:29Z 5002 followers, XXX engagements
"$SABR Q3 2025 earnings: A steady quarter of execution after last quarter's guidance reset but the full-year cash flow outlook is a concern. Sabre delivered results that were largely in line with the lowered expectations set last quarter. The company successfully executed on its top priority of reducing debt and saw a welcome return to positive growth in air bookings driven by new customer wins. Adjusted EBITDA and margins improved nicely. However the company missed its free cash flow target for the quarter and significantly cut its full-year free cash flow forecast raising questions about"
X Link 2025-11-05T12:48Z 5018 followers, XXX engagements
"$SMG Q4 2025 earnings: Margin Expansion and Deleveraging Delivered Guidance Points to a Steady Grind Higher. The company successfully finished its fiscal year by delivering on its key promises. The main story is the significant improvement in profitability driven by cost-cutting and efficiencies. This led to better-than-expected earnings and strong cash flow which was used to pay down debt. While the core U.S. business shows healthy consumer demand in terms of units sold this isn't translating into strong sales dollar growth yet. The guidance for next year suggests more of the same: slow"
X Link 2025-11-05T13:01Z 5005 followers, XXX engagements
"$PAA Q3 2025 earnings: A major strategic pivot to a pure-play crude provider with the acquisition of EPIC. The company delivered a solid if uneventful quarter operationally. The main story is the significant strategic progress. Plains is acquiring XXX% of the EPIC crude pipeline a major move that solidifies its Permian position and simplifies its corporate structure. This acquisition combined with the pending sale of the Canadian NGL business transforms PAA into a more focused easier-to-understand crude oil midstream company. Guidance was slightly tightened upwards reflecting stability and"
X Link 2025-11-05T14:07Z 5007 followers, XXX engagements
"$MCK Q2 2026 earnings: Strong execution drives beat and raise oncology segment shines. McKesson delivered a very strong second quarter with impressive growth in both revenue and earnings. The results show continued momentum from the first quarter. The company raised its full-year profit forecast for the second time this year signaling strong confidence in its business outlook. The core pharmaceutical distribution business remains solid but the star of the quarter was the Oncology & Multispecialty segment which grew profits dramatically aided by recent acquisitions. Strong cash generation"
X Link 2025-11-05T21:21Z 5005 followers, XXX engagements
"$KVYO Q3 2025 earnings: A solid quarter overshadowed by a decelerating Q4 outlook. Klaviyo delivered strong results beating its own revenue and profitability forecasts for the third quarter. The company continues to successfully move upmarket and expand internationally. The big strategic news is the official launch of their new customer service product suite. However this good news is tempered by guidance for the fourth quarter that points to a significant slowdown in growth. 🐂 : The company continues to execute well. Revenue growth of XX% beat their guidance and they raised the full-year"
X Link 2025-11-05T21:23Z 5007 followers, 1088 engagements
"$AMCR Q1 2026 earnings: Synergies deliver a solid quarter despite persistent volume weakness. The first full quarter with the newly acquired Berry business shows the strategy is working. Earnings per share (EPS) came in strong beating the midpoint of their guidance driven by excellent progress on cost savings (synergies) from the merger. However the underlying business demand remains weak with volumes declining at a similar pace to the previous quarter. The company maintained its full-year forecast signaling confidence that the self-help from the integration will be enough to deliver strong"
X Link 2025-11-05T21:59Z 5006 followers, XXX engagements
"$ACAD Q3 2025 earnings: NUPLAZID re-accelerates and guidance is raised ahead of key pipeline data. Acadia delivered a strong quarter beating internal expectations. The main story is the impressive performance of NUPLAZID which saw record sales and accelerating growth validating the company's marketing strategy. DAYBUE also grew but at a more moderate pace. The company raised its full-year sales guidance now expecting to cross the $X billion mark. Financial health is excellent with the cash balance growing to $XXX million. All eyes now turn to the imminent Phase X data for ACP-101 which"
X Link 2025-11-05T22:09Z 5018 followers, XXX engagements
"$ADMA Q3 2025 earnings: Guidance Raised as Key Operational Milestones Are Achieved but Near-Term Headwinds Temper Results. ADMA delivered a complex quarter. The company achieved critical long-term goals like getting FDA approval for its first high-yield product batches which should significantly boost future profitability. They also raised future revenue and profit forecasts. However current results were mixed with slower revenue growth and a one-time sale of raw material at a loss that clouded the picture. The long-term story has improved but the short-term numbers require more explanation."
X Link 2025-11-05T22:09Z 4999 followers, XXX engagements
"$APA Q3 2025 earnings: Execution momentum continues with strong production and accelerated cost savings. APA delivered a very strong quarter building on the progress from last period. The company produced more oil and gas than expected in all of its regions while spending less capital. A major highlight is the acceleration of its cost-cutting plan. APA now expects to hit its long-term savings goal two full years ahead of schedule and has already set a new higher target for 2026. The company also continued to strengthen its financial position by paying down a significant amount of debt. 🐂 :"
X Link 2025-11-05T22:26Z 5005 followers, XXX engagements
"$WTS Q3 2025 earnings: Americas Strength and Pricing Power Fuel Beat and Raise; Europe Remains a Drag. Watts delivered a very strong third quarter comfortably beating its prior guidance on both revenue and margins. The results show excellent execution particularly in the Americas where the company successfully used price increases to offset tariff costs and drive growth. This strength more than made up for the continued albeit moderating weakness in Europe. The company also raised its full-year outlook significantly for both sales and profitability and announced the strategic acquisition of"
X Link 2025-11-05T22:41Z 4998 followers, XXX engagements
"$ACHC Q3 2025 earnings: Guidance cut and COO departs amidst persistent pressures company pivots to free cash flow. Acadia's third quarter results were challenging. The company missed revenue and earnings expectations leading to a significant reduction in its full-year guidance. Problems from the previous quarter like weak Medicaid volumes have continued and are now joined by new issues including rising bad debt payment denials and general rate pressure. In response management is taking clear action by sharply cutting planned 2026 capital spending to improve cash flow. However the unexpected"
X Link 2025-11-05T23:21Z 5005 followers, XXX engagements
"$RAMP Q2 2026 earnings: A solid beat and encouraging ARR acceleration are clouded by slowing core subscription growth. The company delivered results that were better than their own forecast for the second quarter. The key positive signal is the acceleration in Annualized Recurring Revenue (ARR) which suggests future subscription growth could improve. However current subscription revenue growth slowed down considerably which is a concern. Management slightly raised the low end of their full-year revenue outlook but kept the profit forecast the same indicating they are either being cautious or"
X Link 2025-11-05T23:25Z 5014 followers, XXX engagements
"$EQX Q3 2025 earnings: Record Quarter Shows Transformation Taking Hold. Equinox delivered a stellar third quarter posting record production and revenue. The results were driven by a full quarter's contribution from the newly acquired Calibre assets and more importantly significant operational progress at the cornerstone Greenstone mine. The commissioning of the second cornerstone asset Valentine is also running ahead of schedule. Costs are trending down and cash flow is surging confirming the company's transformation and putting it on a clear path to strengthening its balance sheet. 🐂 : The"
X Link 2025-11-05T23:40Z 4999 followers, 1520 engagements
"$ACVA Q3 2025 earnings: A Strong Quarter Overwhelmed by a Weak Outlook ACV delivered a solid third quarter beating expectations on profitability and growing faster than the market. However the company significantly lowered its guidance for the fourth quarter and the full year citing a rapidly worsening used car market. A large one-time loss from a customer bankruptcy also raises new questions about credit risk in their financing business. 🐂 Bulls will focus on the strong Q3 execution. The company achieved record revenue and unit volume growing units by XX% while the overall market was flat."
X Link 2025-11-05T23:42Z 4999 followers, 1047 engagements
"$AMPL Q3 2025 earnings: Platform execution continues but guidance implies a slowdown. The company delivered a solid quarter beating its own revenue and profitability forecasts. The core strategy of selling a unified platform to large enterprises is clearly working as shown by strong growth in future revenue commitments (RPO). However the forecast for the next quarter suggests that the impressive growth rate seen in Q3 will slow down. 🐂 Bulls will focus on the strong execution. Revenue grew XX% year-over-year beating guidance. Annual Recurring Revenue (ARR) growth held steady at 16%. Most"
X Link 2025-11-05T23:46Z 5008 followers, XXX engagements
"$CNQ Q3 2025 earnings: Record production and a major strategic move overshadow a large non-cash charge. Canadian Natural delivered a powerful quarter operationally setting new records for total liquids and natural gas production. The performance was driven by both recent acquisitions and strong organic growth particularly from their world-class Oil Sands Mining assets which ran at an impressive XXX% utilization with very low operating costs. They returned a substantial $XXX billion to shareholders. Subsequent to the quarter the company closed the strategic AOSP asset swap with Shell gaining"
X Link 2025-11-06T11:44Z 5014 followers, XXX engagements
"$YOU Q3 2025 earnings: A solid beat and guidance raise overshadowed by slowing member growth. The company delivered better-than-expected revenue and bookings for the quarter. More importantly they raised their full-year free cash flow guidance showing confidence in their profitability. However growth in their core CLEAR+ membership slowed significantly and a key retention metric continued to weaken. This creates a mixed picture of strong financial discipline but softening underlying growth. 🐂 Bulls will focus on the strong financial execution. The company beat its own guidance for both"
X Link 2025-11-06T11:55Z 5018 followers, XXX engagements
"$PLNT Q3 2025 earnings: Guidance Raised and Buybacks Signal Confidence Amid Steady Growth Planet Fitness reported a solid third quarter beating internal expectations and raising its full-year outlook for revenue same-club sales and profit. The company demonstrated strong financial discipline by repurchasing approximately $XXX million of its shares. A new agreement to centralize marketing funds starting in 2026 points to a refined long-term growth strategy. While sales growth slowed from the prior quarter it remains healthy and the significant boost to profit guidance is a major positive. 🐂 "
X Link 2025-11-06T12:06Z 5000 followers, XXX engagements
"$WRBY Q3 2025 earnings: Profitability Shines but Revenue Miss and Guidance Cut Raise Concerns Warby Parker reported mixed results. The company demonstrated excellent operational control beating profitability guidance and delivering positive GAAP net income. Customer growth also accelerated. However they missed their own revenue target for the quarter and lowered their full-year revenue forecast which implies a weak outlook for the holiday season. 🐂 rests on impressive profitability. The company beat the high end of its adjusted EBITDA guidance by a healthy margin and expanded margins by 260"
X Link 2025-11-06T12:09Z 5015 followers, XXX engagements
"$SN Q3 2025 earnings: Another quarter of impressive growth and a solid guidance raise signals strong momentum into year-end. SharkNinja continues to fire on all cylinders delivering a strong beat-and-raise quarter. Revenue growth was robust at over XX% driven by exceptional performance in international markets and the rapidly expanding Beauty and Home Environment category. Profitability was also a highlight with significant expansion in operating and net income. Management's decision to raise full-year guidance for the second time this year underscores their confidence in the business's"
X Link 2025-11-06T12:42Z 5018 followers, XXX engagements
"$HAE Q2 2026 earnings: Core Business Strength Drives Guidance Raise Despite Ongoing Interventional Weakness. Haemonetics reported a strong second quarter with results beating expectations on key metrics. The company raised its full-year guidance for revenue earnings per share and free cash flow. This positive update is driven by excellent performance in its Plasma and Blood Management businesses. However the Interventional Technologies division continues to struggle leading to a guidance cut for the Hospital segment. Overall the strength in the core business is more than making up for the"
X Link 2025-11-06T12:48Z 5000 followers, XXX engagements
"$XRAY Q3 2025 earnings: - Dentsply Sirona reported a very challenging quarter missing internal expectations with a significant decline in sales and earnings. The company cut its full-year guidance and announced the abrupt departure of its new CFO. In response the CEO has launched a "Return-to-Growth" plan and hired new executives to lead the commercial and transformation efforts. The core issue is a severe and accelerating sales collapse in the United States. 🐂 : The new CEO is taking decisive action by launching a formal turnaround plan and shaking up the leadership team. This signals"
X Link 2025-11-06T13:48Z 5005 followers, XXX engagements
"$PX Q3 2025 earnings: Fundraising guidance raised significantly but a surprise dividend cut creates uncertainty. P10 reported a mixed quarter. Operationally the company is performing very well raising its full-year organic fundraising target by 25%. However this positive news was overshadowed by a surprise XX% cut to the quarterly dividend raising questions about capital allocation and cash flow. 🐂 Bulls will focus on the excellent fundraising momentum. The company has already surpassed its original full-year target of $X billion and now expects to raise close to $X billion. Fee-Paying AUM"
X Link 2025-11-06T14:09Z 5007 followers, XXX engagements
"$CRON Q3 2025 earnings: Israel Strength Drives Record Profitability Despite Canadian Headwinds Cronos Group reported a record quarter for revenue gross profit and adjusted EBITDA. The results were powered by exceptional growth in its high-margin Israeli medical cannabis business. This strong international performance successfully masked ongoing weakness in Canada where flower supply issues continued to hamper sales. The company's massive cash position of $XXX million with no debt remains a core strength providing significant stability and strategic flexibility. The key development this"
X Link 2025-11-06T14:11Z 5004 followers, XXX engagements
"$DNUT Q3 2025 earnings: Turnaround shows early signs of life but the road ahead is long. The third quarter shows clear progress on Krispy Kreme's turnaround plan. Management is successfully cutting costs and improving profitability after exiting the failed McDonald's partnership. The dramatic jump in adjusted EBITDA and the return to positive free cash flow are significant victories. However this was heavily aided by a one-time insurance payment and underlying U.S. sales remain weak showing that the consumer environment is still challenging. 🐂 Bulls will celebrate the strong execution on"
X Link 2025-11-06T15:03Z 4997 followers, XXX engagements
"$AKAM Q3 2025 earnings: Akamai reported strong third-quarter results beating expectations for both revenue and profit. The core growth story its Cloud Infrastructure Services (CIS) showed impressive acceleration confirming the company's strategy is taking hold. A significant positive surprise was the company's profitability which improved despite prior warnings of increased spending. The legacy Delivery business continued to stabilize. While overall guidance for the year was raised the forecast for the final quarter suggests a slowdown in margins and earnings per share. 🐂 rests on the"
X Link 2025-11-06T21:10Z 5005 followers, 1035 engagements
"$ONTO Q3 2025 earnings: Navigating the Trough Strong Rebound Confirmed by Guidance Onto Innovation delivered solid Q3 results that met its prior forecast successfully navigating the expected "low watermark" for the year. More importantly the company's strong Q4 guidance confirms the sharp rebound story management laid out last quarter. New product qualifications in critical AI-related markets further strengthen the outlook. 🐂 likes that management's credibility is enhanced. They predicted a Q3 trough and a Q4 rebound and the results and guidance have validated that narrative perfectly. The"
X Link 2025-11-06T21:13Z 5017 followers, XXX engagements
"$LMAT Q3 2025 earnings: Strong adjusted profits and a bottom-line guidance raise overshadow a slight trim to the annual sales forecast. LeMaitre posted a solid quarter with results beating expectations across the board. The numbers were boosted by a one-time tax credit but even after adjusting for this profitability was very strong. The international launch of their Artegraft product continues to accelerate and is a major growth driver. While the company slightly lowered the high end of its full-year sales guidance it significantly raised its forecast for margins and earnings per share"
X Link 2025-11-06T21:15Z 5000 followers, XXX engagements
"$DOCS Q2 2026 earnings: - - . Doximity reported an excellent second quarter significantly beating its own forecasts for revenue and profitability. The company saw its revenue growth speed up meaningfully compared to the last quarter. It also raised its financial outlook for the full year signaling strong business momentum and easing prior concerns about a slowdown. 🐂 : Bulls will focus on the impressive re-acceleration in year-over-year revenue growth to XX% a big jump from XX% in the prior quarter. This performance combined with a nearly XX% adjusted EBITDA margin and a significant raise"
X Link 2025-11-06T21:24Z 5002 followers, XXX engagements
"$STEP Q2 2026 earnings: Performance Fees Surge Driving a Strong Profit Beat but Core Earnings Margin Narrows. A mixed but overall positive quarter for StepStone. The firm capitalized on an improved market for deal exits leading to performance fees that were much stronger than in previous quarters. This drove a significant beat on adjusted net income. Fundraising and asset growth remained solid. However the core recurring fee-related earnings (FRE) were slightly weaker than last quarter and the profit margin on those fees tightened. 🐂 Bulls will focus on the massive jump in"
X Link 2025-11-06T21:30Z 5002 followers, XXX engagements
"$CARG Q3 2025 earnings: Core Marketplace Accelerates as Wholesale Shutdown Nears Completion The company delivered strong Q3 results beating the midpoint of its guidance for the core Marketplace business. Growth was driven by solid execution in both the U.S. and international segments with continued dealer additions and rising spend per dealer. The wind-down of the CarOffer wholesale business is progressing as planned removing a major source of volatility and financial drag. Management demonstrated significant confidence by accelerating its share repurchase program. 🐂 points to a focused"
X Link 2025-11-06T21:52Z 5002 followers, XXX engagements
"$CIVI Q3 2025 earnings: Strong operational quarter overshadowed by major merger announcement. Civitas delivered results that beat expectations on production and costs while executing on its promised share buyback program. However the simultaneous announcement of a merger with SM Energy and the cancellation of guidance and the earnings call will be the market's primary focus. 🐂 Bulls will focus on the excellent standalone results this quarter. Production grew strongly while costs came down leading to a significant increase in free cash flow. Management also followed through decisively on its"
X Link 2025-11-06T22:21Z 5000 followers, XXX engagements
"$DIOD Q3 2025 earnings: Revenue growth continues but margins remain the weak spot. Diodes reported another quarter of solid revenue growth meeting its guidance with a XX% year-over-year increase. However the persistent issue of weak gross margins not only continued but worsened coming in below the company's forecast. Strong performance in the lower-margin computing segment driven by AI demand is overshadowing a slower-than-expected recovery in the more profitable automotive and industrial markets. While cash flow was very strong the outlook points to a sequential revenue dip and only a slight"
X Link 2025-11-06T22:28Z 4999 followers, XXX engagements
"$CERT Q3 2025 earnings: Software and Profitability Shine but Services Bookings Flash a Warning Sign. Certara delivered a mixed quarter. Revenue growth was solid and the company showed strong cost control leading to an increase in full-year profitability guidance. However a sharp slowdown in total bookings driven by a significant decline in the services segment raises serious concerns about future revenue growth. 🐂 rests on strong software performance and impressive profitability. Software revenue grew XX% (6% organically) and the company successfully launched its new AI-enabled product"
X Link 2025-11-06T22:38Z 4998 followers, XXX engagements
"$EXPI Q3 2025 earnings: Return to Profitability Amidst Lower Agent Count eXp reported a solid quarter successfully swinging back to profitability and growing revenue. This was driven by higher productivity from its existing agents who closed more deals at higher prices. However the total number of agents on the platform declined compared to last year which remains a key concern for its growth model. The company's cash position improved and it continued to return capital to shareholders. 🐂 Bulls will celebrate the return to profitability with net income of $XXX million compared to a loss of"
X Link 2025-11-06T23:11Z 5002 followers, XXX engagements
"$PAR Q3 2025 earnings: Sequential ARR Growth Rebounds Reaffirming Mid-Teens Trajectory. PAR delivered a solid quarter of execution showing renewed momentum after last quarter's guidance reduction. The key positive was the significant acceleration in sequential ARR growth which helps validate management's strategy of focusing on larger deals. The company also reached a major milestone by generating positive operating cash flow. 🐂 likes the strong sequential ARR addition of $XXXX million a sharp rebound from last quarter. This suggests the growth slowdown may have bottomed out. Bulls will"
X Link 2025-11-06T23:11Z 5010 followers, 1053 engagements
"$QNST Q1 2026 earnings: Beat and Lower Guide Obscures Underlying Trends; New Buyback Adds Support QuinStreet reported results that beat its prior guidance for the first quarter but provided a weaker-than-expected forecast for the upcoming second quarter. Despite the near-term caution management reiterated its full-year growth targets implying a significant acceleration in the second half of the year. The company also announced a new $XX million share repurchase program signaling confidence in its long-term outlook and financial strength. 🐂 rests on the company beating its Q1 targets"
X Link 2025-11-06T23:28Z 4999 followers, XXX engagements
"$FLR Q3 2025 earnings: Guidance Raised Amidst Legacy Legal Charges and NuScale Progress Fluor reported a complex quarter. Operationally the company performed well leading to raised full-year guidance for profit and cash flow. However a massive $XXX million legal charge on a past project resulted in a significant GAAP loss. The plan to sell the entire NuScale investment is moving faster than expected promising a large return of capital to shareholders. 🐂 Bulls will focus on the strong operational execution. The company raised its guidance for adjusted EBITDA adjusted EPS and operating cash"
X Link 2025-11-07T12:19Z 5003 followers, XXX engagements
"$SLVM Q3 2025 earnings: A Solid Quarter Overshadowed by a Weaker Outlook Sylvamo delivered a strong third quarter meeting its earnings guidance thanks to improved operations and the absence of major maintenance work. The company returned a significant amount of cash to shareholders through dividends and buybacks. However persistent weakness in Europe and a softer forecast for the fourth quarter raise concerns about near-term performance. 🐂 Bulls will focus on the strong operational execution. Adjusted EBITDA nearly doubled from the last quarter landing squarely within the guided range. The"
X Link 2025-11-07T12:45Z 5003 followers, XXX engagements
"$TDS Q3 2025 earnings: Transformation in motion as fiber build accelerates and buybacks begin. This is the first look at the "new" TDS now a more focused fiber and tower company after selling its wireless business. The results show strong progress on its strategic goals. The fiber buildout which is the company's main growth engine accelerated significantly. The company also started returning cash to shareholders through buybacks and announced a large new program. However the financial statements are complex right now due to the massive changes making it a bit difficult to see the underlying"
X Link 2025-11-07T13:19Z 4998 followers, XXX engagements
"$ERO Q3 2025 earnings and call: Operational records and a surprise high-margin cash source from stockpiles signal a strong second half though growth asset costs rise. Ero Copper delivered a strong operational quarter setting a new consolidated copper production record driven by the continued ramp-up at Tucum and consistent performance at Caraba. The company also unveiled a significant new value driver: the sale of high-grade gold concentrates stockpiled at Xavantina over the past decade. This initiative is expected to provide a substantial low-cost cash infusion over the next 12-18 months"
X Link 2025-11-08T10:47Z 5000 followers, XXX engagements
"$EXOD Q3 2025 earnings: Exodus reported a strong quarter for revenue and transaction volume showing significant acceleration from Q2. The company also made a strategic acquisition in the stablecoin payments space executing on a key theme from the last quarter. However the impressive headline profit was entirely due to gains on the company's crypto holdings masking an underlying operating loss. A year-over-year decline in monthly active users is also a notable concern. 🐂 Bulls will focus on the accelerating growth in revenue (+51% YoY) and swap volume (+82% YoY). The acquisition of"
X Link 2025-11-10T14:19Z 5005 followers, XXX engagements
"$ADCT Q3 2025 earnings: Sales dip and timelines shift but fresh cash extends the runway. ADC Therapeutics reported a challenging quarter for its commercial product ZYNLONTA with sales declining notably. This miss is compounded by a delay in the timeline for a key clinical trial LOTIS-5. However the company successfully raised additional capital further strengthening its balance sheet and securing its operational runway into 2028. Positive clinical data in another cancer type follicular lymphoma provides a bright spot. 🐂 Bulls will emphasize the company's financial stability. A new $60"
X Link 2025-11-10T14:23Z 5005 followers, XXX engagements
"$MPAA Q2 2026 earnings: Strong cash flow and debt reduction drive progress despite a reported net loss. The company delivered solid top-line growth and exceptional cash generation. This allowed for significant debt reduction and continued share buybacks. However gross margins compressed slightly year-over-year and the company still posted a small net loss partly due to a high tax expense. 🐂 Bulls will focus on the impressive operational execution. The company generated $XXXX million in cash from operations allowing it to reduce net bank debt by a substantial $XXXX million this quarter"
X Link 2025-11-10T14:24Z 5003 followers, XXX engagements
"$GETY Q3 2025 earnings: A sharp reversal in segment performance sees Creative rebound while key metrics soften. This was a transitional quarter for Getty. As guided top-line growth went flat against tough comparisons from last year. The big surprise was a strong rebound in the Creative segment reversing last quarter's main weakness. However this was offset by a decline in the Editorial segment and a noticeable deterioration in key subscriber metrics. The company also announced a delay in the Shutterstock merger pushing the expected close into 2026. 🐂 rests on the impressive turnaround in"
X Link 2025-11-10T21:39Z 5002 followers, XXX engagements
"$GEVO Q3 2025 earnings: Operations Prove Viable but SAF Goals and Cash Burn Temper Enthusiasm Gevo delivered a second consecutive quarter of positive Adjusted EBITDA proving the value of its North Dakota and RNG operations. Strong progress continues on monetizing carbon and tax credits with a major multi-year carbon removal deal signed. However the company reported a net loss and saw a significant decrease in its cash balance. The focus for its large-scale jet fuel ambitions has shifted to a smaller more manageable project with a timeline stretching into mid-2026 for a final investment"
X Link 2025-11-10T21:54Z 4998 followers, XXX engagements
"$BEEP Q3 2025 earnings: Guidance Cut on Persistent Headwinds Overshadows Balance Sheet Progress The quarter shows a company successfully executing on its long-term strategic financial plan but struggling with near-term operational realities. While the new ABS financing and progress on asset sales are significant positives for the balance sheet they are overshadowed by a substantial guidance cut driven by continued weakness in the high-margin transient parking business. The core issue remains that the "temporary" disruptions from last quarter are proving to be more severe and persistent than"
X Link 2025-11-10T22:28Z 5002 followers, XXX engagements
"$DHX Q3 2025 earnings: DHI Group delivered a mixed quarter. The company showed excellent control over its expenses leading to much better-than-expected profitability and higher full-year profit guidance. However the core problem of declining sales continued. Bookings which indicate future revenue weakened across both the Dice and ClearanceJobs segments raising concerns about future growth. 🐂 Bulls will celebrate the impressive operational performance. Management's cost-cutting strategy is clearly working pushing the company's adjusted EBITDA margin to a strong 32%. Dice despite its"
X Link 2025-11-10T22:33Z 4998 followers, XXX engagements
"$MDAI Q3 2025 earnings: Revenue Declines and Guidance Lowered but Cash Position Holds Steady. Spectral AI's third-quarter results show a company in a necessary holding pattern. While the key milestone of the FDA submission is complete the legacy revenue from the BARDA contract is declining faster than previously anticipated leading to a significant revenue miss and a reduction in full-year guidance. However the company has demonstrated strong cost control and financial discipline maintaining a flat cash position from the prior quarter and securing additional financing after the quarter's"
X Link 2025-11-11T21:47Z 5002 followers, XXX engagements